Cdk Realty Advisors, Lp
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $10.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cdk Strategic Partners, Llc Dba Harvest Interests Fund Ii, Llc | Real Estate Fund | Texas | $5.4M | 6 |
| Cdk Multifamily I, Llc | Real Estate Fund | Texas | $4.8M | 10 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cooley, Kenneth, Wallace | Limited Partner, Chief Compliance Officer | Mar 2001 (25y) | ≈ 0% – 3.75% via Cdk Advisors, Llc | |
| Donahue, Jon, Howard | Limited Partner | Mar 2001 (25y) | ≈ 0% – 3.75% via Cdk Advisors, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cdk Advisors, Llc | General Partner | Mar 2001 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cooley, Kenneth, Wallace: 50% – 75% of Cdk Advisors, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Donahue, Jon, Howard: 50% – 75% of Cdk Advisors, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $10.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cdk Strategic Partners, Llc Dba Harvest Interests Fund Ii, Llc | Real Estate Fund | $5.4M | $0 | 6 |
| Cdk Multifamily I, Llc | Real Estate Fund | $4.8M | $0 | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 738 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗