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 small, owner-operated hedge fund adviser that focuses on managing pooled investment vehicles. The firm is structured as a limited liability company and has been SEC-registered since 2021. Its advisory activity centers on portfolio management for pooled funds rather than delivering a broad menu of separately managed accounts or wealth planning services. Fee arrangements include a percentage of assets under management alongside performance-based fees, which aligns with a traditional hedge fund compensation model. The firm's client base includes both individual and family investors as well as institutional participants, but the business is concentrated: most of the firm’s resources are directed toward a single private fund. The firm does not present itself as an active ESG investor and is not organized as a multi-state adviser, indicating a narrowly scoped operational footprint.

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth