KDK Private Wealth Management

Overview

KDK Private Wealth Management is an independent wealth manager organized as a limited liability company and registered with the SEC in 2021. The firm operates on multiple fronts: it provides traditional advisory services to individual and family clients while also sponsoring and managing pooled investment vehicles and acting as a capital allocator to third-party managers. Its advisory remit includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of outside advisers. Compensation is a mix of percentage-of-AUM fees and performance-based arrangements. KDK does not identify as an active ESG investor.

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Location & Offices