# KDK Private Wealth Management

KDK Private Wealth Management is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 1616 South Voss Road Suite 800, Houston, TX, United States
- **Founded:** 2019
- **Assets under management:** 478 (Altss estimate)
- **Website:** kdkpwm.com
- **LinkedIn:** https://www.linkedin.com/company/kdk-private-wealth-management

## Regulatory record

- **CRD number:** 299583
- **SEC file number:** 801-121062
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299583

## About

Kamden D. Kanaly established KDK Private Wealth Management in 2019. The firm traces its roots to the Kanaly family trust company that was sold prior to the new entity's launch. KDK allocates across public equities, private equity, private credit, distressed situations and real assets. It maintains direct co-investment vehicles and fund-of-funds exposure. Confirmed holdings include Enterprise Products Partners, Apple Inc. and multiple Fidelity digital asset ETFs. The firm also runs KDK Real Estate Opportunity Fund I LP and KDK Energy Fund I LP, both focused on North American opportunities. Geographic reach centers on North America with activity in Texas real estate and energy assets. The firm employs no disclosed headcount figure. It maintains relationships with Fidelity Investments as custodian and National Advisors Trust Company for trust services. Philanthropic ties include support for HeartGift Houston and the Spring Branch Education Foundation. No operational events from the last 24 months appear in available records. KDK maintains a hybrid structure that combines traditional family-office services with dedicated private investment vehicles. This setup allows the firm to source and hold direct positions alongside external fund commitments while serving multiple client families.

## Sectors

- Real Estate
- Energy
- Media & Entertainment
- Mobility & Transportation

## People

- Kamden D. Kanaly — President and Founder
- Chris Graf — Director and Relationship Manager

## Questions

### Who runs investment decisions at KDK Private Wealth Management?

Kamden D. Kanaly serves as President and Founder. Chris Graf acts as Director and Relationship Manager.

### How does KDK Private Wealth Management source proprietary deal flow?

The firm states it devotes significant energy to sourcing deal flow for private investments focused on cash flow and upside.

### Does KDK Private Wealth Management participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs.

### What investment stages does KDK Private Wealth Management typically target?

Growth-stage opportunities appear among indicated focuses alongside opportunistic real estate and energy investments.

## Related profiles

- [Union Grove Venture Partners](https://altss.com/profile/union-grove-venture-partners)
- [Brookline Retirement System](https://altss.com/profile/brookline-retirement-system)

---

Last updated: 2026-07-06T01:24:19.568Z

Canonical page: https://altss.com/profile/kdk-private-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology