KDK PRIVATE WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 299583). Regulatory assets under management: $584.6M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Thomas A Frank | MANAGER | Greenwich, CT |
| Kamden Deane Kanaly | CHAIRMAN/CEO; MANAGER/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Christie Gayle Kennimer | OWNER | — |
| Daniel A Roberts | CHIEF COMPLIANCE OFFICER | — |
| THOMAS JAMES HENRY | MANAGER | — |
| MOORE DAVID J | PRESIDENT | — |
| KANALY KAMDEN DEANE | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGER/CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF COMPLIANCE OFFICER, AND TRUSTEE OF THE KAMDEN D. KANALY 1992 GIFT TRUST (+2 more) | — |
| KANALY JEFFREY C | PREFERRED EQUITY INTEREST MEMBER; TRUSTEE OF THE KANALY DECEASED GRANTOR TRUST AND PREFERRED EQUITY INTEREST MEMBER | — |
| KANALY DEBORAH | PREFERRED EQUITY INTEREST MEMBER | — |
| PRESTIDGE JAMES H | MANAGER | — |
| PRESTIDGE SHERYL M | MANAGER; MEMBER | — |
| MOORE JACK | VICE PRESIDENT | — |
| BURNEY WILLIAM M | PREFERRED EQUITY INTEREST MEMBER | — |
| MEACHAM CHAD HARRIS | TRUSTEE OF THE BATES HARRIS LIVING TRUST U/T/A 06/21/17 | — |
| MEACHAM MARIAN BATES | TRUSTEE OF THE BATES HARRIS LIVING TRUST U/T/A 06/21/17 | — |
| NETTLES CHARLES M | TRUSTEE OF THE CHARLES NETTLES FAMILY EXEMPT TRUST | — |
| MCGUYER ANN CHAPMAN | MANAGING PARTNER | — |
| MCGUYER FRANK BARTLETT | MANAGING PARTNER | — |
| Daniel A. Roberts | CHIEF COMPLIANCE OFFICER | — |
Other Private Fund: 2 · Real Estate Fund: 2 · Hedge Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| KDK ENERGY FUND I, LP | Other Private Fund | Texas | 35 | $21.6M | $100K |
| KDK REAL ESTATE OPPORTUNITY FUND I, LP | Real Estate Fund | Texas | 36 | $15.4M | $100K |
| KDK HIGHCREST OPPORTUNITIES FUND I, LP | Other Private Fund | Texas | 30 | $8.8M | $100K |
| KDK 59 NC, LP | Hedge Fund | Texas | 23 | $6.7M | $100K |
| KDK MARBLE V CE FUND, LP | Real Estate Fund | Delaware | 21 | $995K | $100K |