Kdhb V Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$54.8M
Discretionary
$54.8M
100% of AUM
Avg account
$54.8M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
307182
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kdhb V Capital Management, LLC is a limited liability company that operates as a hedge fund adviser. The firm is SEC-registered (since 2021) and focuses on portfolio management for pooled investment vehicles rather than separate-account discretionary mandates. Its client base includes individual and family investors as well as institutional clients. Fee arrangements combine a percentage-of-assets component with performance-based compensation. The firm reports an individual owner structure, is not flagged as a multi-state adviser, and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Dorsey Farr

    Managing Member And Chief Compliance OfficerCRD 4773383

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3350 Riverwood Pkwy Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth