CDK Fund I

Strategy Description


CDK Fund I is not accepting new investments.


CDK Series PE Fund LP

Strategy Description

The Investment Manager will direct the Partnership’s investment strategy, decisions and selection of Portfolio Investments. Although the Partnership’s investment strategy may vary within the several series of offerings, the Partnership’s primary investment objective for this X Series Offering is to provide preservation of capital, inflation-adjusted income, and tax-efficient, short-term and long-term capital growth for investors. As its investment strategy, the Partnership will use proprietary investment selection criteria and methodologies developed by the Investment Manager to invest primarily in existing venture capital and private equity alternative investment vehicles that have demonstrated a track record of success, private equity funds, funds of funds, hedge funds, directly into private companies in their pre-initial-public-offering (“Pre-IPO”) stage of capital raising, securities in US equities markets, and other similar types of investment securities (the “Portfolio Investments”).

Private Equity General Information

DescriptionFocused on late-stage investing in private companies with set parameters.
Targetcompanies with market caps greater than $1B including operations of over 5 years
NegotiationsEnter at a discount compared to market value
Lock-up PeriodEstimate 2-5 Years
Minimum Investment$100,000.00 Must Be Qualified Purchaser

Legacy Fund 3, LP

Strategy Description

The Investment Manager directs the Partnership’s investment strategy, decisions and portfolio management. The Partnership was formed to provide Investors with long-term investment returns by utilizing sophisticated trading techniques in US equities, futures, derivatives, options, and exchange-traded funds (“ETFs”) including treasury ETFs.
The Partnership’s objective is to invest in fast growing micro-, small-, mid-, and large-cap stocks and ETFs in various sectors that the Investment Manager concludes will likely have significant growth potential. The Partnership intends to trade its positions over short and long periods of time and to seek out opportunities of growth and exploit weaker positions within the equities markets.

Legacy Fund 3, LP General Information

DescriptionUS Equities Trading
TargetAnalyze US Equities in uptrends using our strategy, assess earnings and sales growth, ensure high trading volume for buyer dominance, and profit from valuable companies at competitive prices
Administration TeamOutsourced
Lock-up Period1 Year
ReportingQuarterly
Minimum Investment$100,000 *Must Be Accredited*


Meet The Team

Cody David Kerns

CEO

Cody Kerns is the founder of Kerns Capital Management, LLC, which is the Investment Manager for the Partnership and was formed in April 2022. Mr. Kerns oversees an 8 future portfolio. Concurrently, Mr. Kerns is also the founder of CDK Legacy 3 GP, LLC and CDK Series PE GP, LLC. In these capacities, Mr. Kerns is responsible for all investment decisions, marketing, and management operations of the Partnership.

Sergio Andres Troconis

COO

Mr. Troconis is responsible for client relations and management operations. He has established various systems and procedures that hundreds of customers have utilized. Mr. Troconis’ expertise lies in creating the proper systems to better serve our investors, develop engaging communication channels, and enhance our investors’ experience. Mr. Troconis holds a Six Sigma certification from Florida Atlantic University, which he earned in 2016.

Justin Evan Freishtat

VP

Mr. Freishtat is responsible for client relations, capital raising and management operations. Concurrently to joining Kerns Capital, Mr. Freishtat spent a decade building Heartland Foods. The company had generated $87 million in gross revenue when the business was acquired by a private equity firm in early 2022. Mr Freishtat has raised well over $10M in his investment career with Kerns Capital.


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*Investment Risks

The Partnership’s investment program is speculative and entails substantial risks, including, among others: dependency on key individuals, risks associated with foreign currency exchange markets, options, litigation risk, currency risks, valuation risk, risks arising from the use of leverage, risks related to the equities markets, and the risk that exit strategies from positions may be unavailable and have limited liquidity. An Investor should not invest in the Partnership unless: (1) it is fully able to bear the financial risks of its investment for an indefinite period of time; and (2) it can sustain the loss of all or a significant part of its investment and any related realized or unrealized profits. There can be no assurance that the investment objectives of the Partnership will be achieved or that the General Partner’s leveraging strategy will be successful. Leverage creates a greater risk of loss, as well as potential for increased gain, than if leverage was not used. A Limited Partner could lose some or all of its investment in the Partnership. Past results of the Partnership, the General Partner or their principals, portfolio managers, affiliated entities, funds or clients, are not necessarily indicative of the future performance of the Partnership.

Kerns Capital

*The Kerns Capital is speculative in nature and the risk of loss is substantial. No representation is being made that any investor will or is likely to achieve similar results. The information contained herein is obtained from sources we believe to be reliable, but Kerns Capital does not guarantee its accuracy. Past performance is not necessarily indicative of future results. The information contained herein is not an offer to invest in any trading program such an offer can only be made with official disclosure documents which include the principal risk factors and costs of participating in the managed account program. Pursuant to an exemption from the Commodity Futures Trading Commission in connection with accounts of Qualified Eligible persons, this report or account document is not required to be and has not been led with the commission. This information is only intended for the recipient. Do not distribute to other parties.