Overview
A.AdvisoryFirm
KWK Management LLC (“Adviser”) is a private investment management company,
registered with the SEC since December 2005, and founded by Kurtis W. Kupiec in August
1995 as a Delaware limited liability company.
B.Specialization
Adviser specializes in managing investment funds and accounts that are offered to qualified
investors.
C.AdvisoryServices
Adviser manages private investment funds open to accredited domestic and offshore
investors with long term investment objectives. Investors include high net worth
individuals, family offices, endowments and foundations.
Adviser serves as the Investment Manager, always in the capacity of discretionary
investment adviser, to two private investment funds (each, a “Fund”; collectively, the
“Funds”):
KWK Partners, LP
KWK Partners Offshore, Ltd. - anoffshorefeederfundtoKWKPartners,LP,domiciled
intheCaymanIslands;itinvestssolelyinKWKPartners,LP
Adviser intends to manage each Fund pursuant to the investment strategy described in the
confidential offering memorandum of the Fund (the “Offering Memorandum”). Under the
investment management agreement with each Fund, Adviser has wide latitude to act upon
any investment strategy to achieve the investment objective of the Fund without obtaining
the consent of Fund investors. Prospective investors should carefully read the Fund’s
Offering Memorandum and consult with their own counsel and advisers as to all matters
concerning an investment in the Fund.
D.WrapFeeProgram
Not applicable.
E.AssetsunderManagement
As of 12/31/2023:
Discretionary: $226,208,024
Non-Discretionary: $0
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