AUMdb

Kwk Management Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 131097 · SEC file 801-64987 · Houston, TX · WWW.KWKMGMT.COM
☆ Save with Pro ADV data as of Jun 18, 2026
Regulatory AUM
$263M
Discretionary
$263M
Clients
3
Avg AUM / client
$87.5M
Accounts
3
Employees
7

AUM over time

$154M $599M
Dec 9, 2011 Jun 18, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 3 $263M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $235M combined gross assets

FundTypeDomicileGross assetsOwners
Kwk Partners, Lp master Hedge Fund Delaware $235M 35

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Kupiec, Kurtis, William Managing Member, President Jul 1995 (31y) 25% – 50%
Kupiec, Kraig, Adam Partner, Coo, Cfo Jul 1996 (30y) 25% – 50%
Brown, Douglas, James Portfolio Manager Jun 1998 (28y) Less than 5%
Weiss, Carol, Kim Supancheck Chief Compliance Officer Jan 2005 (22y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Patterson, Seth Michael Chief Investment Officer Oct 2023 A 25% – 50%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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 (1, $235M gross assets)

FundTypeGross assetsMin. investmentOwners
Kwk Partners, Lp Hedge Fund $235M $500K 35

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/18/2026 1.44 MB 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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: Jun 18, 2026.

View current Form ADV (SEC/IAPD) ↗