Cdk Realty Advisors, LP (Frisco)

Name: Cdk Realty Advisors, LP
Address: 3245 Main Street, Frisco, TX, 75034
Telephone: 214-908-1378

Cdk Realty Advisors, LP is a large advisory firm based in Frisco. It manages $101 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Cdk Realty Advisors provides portfolio management for pooled investment vehicles, pension consulting services, and advise on real estate investments. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cdk Realty Advisors: assets under management

The assets under management (AUM) of Cdk Realty Advisors, LP is $101 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $101 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cdk Realty Advisors, LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cdk Realty Advisors serves?

The only and largest group of clients of Cdk Realty Advisors is pooled investment vehicles with 8 clients and $101 million of assets under management. Among the 8 most similar advisory firms, Cdk Realty Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $101 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Cdk Realty Advisors also advises several private funds. Namely, two real estate funds.

Careers at Cdk Realty Advisors, LP

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Cdk Advisors	General partner	1 Mar 2001	Other	75-2930207
Brent William Kroener	Limited partner	1 Mar 2001	25% - 50%	4644721
Kenneth Wallace Cooley	Limited partner, chief compliance officer	1 Mar 2001	25% - 50%	4644724
Jon Howard Donahue	Limited partner	1 Mar 2001	25% - 50%	4644726

Based in Frisco

The principal office where Cdk Realty Advisors, LP performs its advisory services is located at 3245 Main Street, Frisco, TX 75034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-908-1378. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cdkra.com.