KWK MANAGEMENT LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 131097
- Registered since
- December 8, 2005
- Website
- kwkmgmt.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
KWK Management LLC is a privately held, SEC-registered investment manager formed in 2005 and structured as an LLC under individual ownership. The firm operates as a hedge fund manager and is registered to perform CPO/CTA activities, focusing on portfolio management for pooled investment vehicles. Its typical clients are institutional investors and the firm serves as sponsor, general partner, and managing member for the funds it manages. Compensation is a combination of a percentage-of-assets fee and performance-based fees. KWK does not identify as an active ESG investor and it does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CAROL WEISS
Chief Compliance OfficerCRD 2474508
Contacts
3 of 3KURTIS KUPIEC
Principal & PresidentCRD 1370007
KRAIG KUPIEC
Managing MemberCRD 2801610
DOUGLAS BROWN
PresidentCRD 1018413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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