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Building 2KDI CAPITAL PARTNERS, LLC

Map pinRALEIGH, NC
Phone919-573-4124
NotebookSEC #801-74248
Total AUM
$349.7M
Employees
6
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4101 LAKE BOONE TRAIL, STE 109
RALEIGH
NC 27607
United States
Operating Hours
8:30 AM - 5:00 PM EST
Monday - Friday
Phone
919-573-4124

ReceiptFinancials

Total AUM
$349.7M
Accounts
53
Discretionary
$349.7M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$997K
HNW Individual Clients
41
AUM
$77.5M
Pooled Vehicle Clients
2
AUM
$160.8M
Charitable Organization Clients
1
AUM
$316K
Corporation or Business Clients
1
AUM
$110.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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