KWK Management LLC

RIASEC RegisteredEst. 2005
Total AUM
$263M
Discretionary
$263M
100% of AUM
Avg account
$87.5M
Accounts
3
Employees
7
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
131097
Registered since
December 8, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

KWK Management LLC is an SEC-registered, LLC-structured hedge fund adviser that provides portfolio management for pooled investment vehicles and operates in a sponsor/GP/managing member capacity. The firm is structured to serve institutional clients and is registered as a CPO/CTA, indicating involvement with pooled vehicles and commodity-related management activities. Its compensation model combines a percentage-of-assets fee with performance-based fees. KWK is not identified as an active ESG investor and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

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
  • Carol Weiss

    Chief Compliance OfficerCRD 2474508

Contacts

3 of 3
  • Kurtis Kupiec

    Principal & PresidentCRD 1370007

  • Kraig Kupiec

    Managing MemberCRD 2801610

  • Douglas Brown

    PresidentCRD 1018413

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
3033 W Alabama St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth