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KODAI CAPITAL MANAGEMENT LP

CHICAGO, IL · CRD 328086 · IAPD ↗ · 312-264-0620

$2.93BRegulatory AUM
21Advisory reps
44Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
December 2025 — KODAI CAPITAL MANAGEMENT LP (CHICAGO, IL) left the SEC roster (was $2.93B RAUM, 21 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
32
April 2025 — KODAI CAPITAL MANAGEMENT LP notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2025 — KODAI CAPITAL MANAGEMENT LP reported RAUM down 52% ($6.10B -> $2.93B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — KODAI CAPITAL MANAGEMENT LP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — KODAI CAPITAL MANAGEMENT LP now reports custody of client assets ($106.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.