Form D · Other Investment Fund
KDK Marble V CE Fund, LP
Houston, TX · CIK 0002070920
Offering snapshot reported Jun 5, 2025 · SEC filing
- Reported sold
- $12.7M Offering amount: $30M
- Investors reported
- 18 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- May 29, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 5, 2025 | Initial | $12,700,000 | No comparison | 18 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-548137
Source: Form D, filed Jun 5, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
KDK MARBLE V CE FUND, LP
Investment adviser: KDK PRIVATE WEALTH MANAGEMENT, LLC
- Gross asset value
- $995K
- Beneficial owners
- 21
- ADV minimum commitment
- $100K
Reported in Form ADV on Jul 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
MELTON & MELTON, LLP
PCAOB 777
Filing source
Form ADV 2116878 · Jul 10, 2026 · Schedule D 7.B.(1), fund 805-8296924214
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Chris Graf | Director, Promoter |
| Kamden Kanaly | Director, Promoter |
| Christie Kennimer | Director, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Houston, TX, 77057