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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Houston, TX

Kdk Private Wealth Management

$0.6B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($61.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Private Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$61.0M
Total AUM: $0.6B
Median Disclosed Amount
$4.5M
Range: $2.5M – $7.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 4 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Kdk Private Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Truelink Capital I, L.P.Adviser 7.B Vehicle Buyout 2025
$4.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Lone Star Fund X (U.S), LPAdviser 7.B Vehicle Buyout 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hidden Harbor IIIAdviser 7.B Vehicle Buyout 2025
$3.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Mountaingate Capital Fund IIIAdviser 7.B Vehicle Buyout 2024
$4.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Gryphon Partners VI, L.P.Adviser 7.B Vehicle Buyout 2024
$4.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Kdk Private Wealth Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Kdk Private Wealth Management (Family Office / MFO, $0.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.7% Actual; $13.4M Unallocated Target Bandwidth). SEC Form ADV (801-121062, CRD #299583) verified $0.58B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-21

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Kdk Private Wealth Management

404 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Kdk Private Wealth Management (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Francisco Partners Agility III (2023 Vintage)
Kdk Private Wealth Management: $5.0M · SEC Form ADV 7.B
Washington State Investment Board: $100.0M · CAFR / Board Packet (2020 ACFR p.109)

Additional shared vehicles: Menlo Ventures XIV (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

New Mexico State Investment Council

Sovereign Wealth Fund Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
RMS Evergreen US Forestland Fund, L.P. (2016 Vintage)
Kdk Private Wealth Management: $4.5M · SEC Form ADV 7.B
New Mexico State Investment Council: $68.9M · SEC Form ADV 7.B (2024.11.26 SIC Meeting Materials, p.259)

Additional shared vehicles: Francisco Partners Agility III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Michigan SMRS

Public Pension Plan Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lone Star Fund X (U.S), LP (2025 Vintage)
Kdk Private Wealth Management: $3.9M · SEC Form ADV 7.B
Michigan SMRS: $21.7M · CAFR / Board Packet (October-2025-SMIB-Report, p.45)

Additional shared vehicles: Francisco Partners Agility III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+401 Additional Institutional LPs Report Shared Vehicles with Kdk Private Wealth Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Kdk Private Wealth Management

You are viewing 5 open public preview records (out of 14 total tracked records for Kdk Private Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (404 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Kdk Private Wealth Management

Buyout LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Kdk Private Wealth Management

What type of institutional allocator is Kdk Private Wealth Management and what is their typical disclosed ticket size?

Kdk Private Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Houston, TX). Across 14 historical disclosure records tracked on Prilago ($61.0M total parsed USD across disclosed rows), the median disclosed amount is $4.5M (range: $2.5M to $7.5M).

Which private-market strategies appear in Kdk Private Wealth Management's public disclosures?

Kdk Private Wealth Management has disclosed records across Buyout, Private Credit, Private Equity, Venture Capital. Open preview records include Truelink Capital I, L.P. (2025 Vintage), Lone Star Fund X (U.S), LP (2025 Vintage), Hidden Harbor III (2025 Vintage), Mountaingate Capital Fund III (2024 Vintage).

How are Kdk Private Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Kdk Private Wealth Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Kdk Private Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/kdk-private-wealth-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Kdk Private Wealth Management?

In Prilago's bilateral commitment graph, Kdk Private Wealth Management shares resolved underlying fund vehicles with 404 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Washington State Investment Board (2 shared vehicles, e.g. Francisco Partners Agility III (2023 Vintage)), New Mexico State Investment Council (2 shared vehicles, e.g. RMS Evergreen US Forestland Fund, L.P. (2016 Vintage)), Michigan SMRS (2 shared vehicles, e.g. Lone Star Fund X (U.S), LP (2025 Vintage)).

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