$10M+
Assets Managed & Pursued
2022
Founded
2
Open Investment Vehicles
How We Invest
Investment Philosophy
At Kerns Capital, we believe successful investing requires discipline, adaptability, and a long-term perspective. Our investment approach focuses on identifying asymmetric opportunities across public equities and private markets while maintaining a strong emphasis on risk management and capital preservation.
We pursue opportunities where we believe market inefficiencies, innovation, and momentum can create meaningful upside potential. Through active management, strategic positioning, and disciplined execution, our objective is to compound capital responsibly over time.
Our philosophy is rooted in patience, conviction, and continuous evaluation of risk versus reward in changing market conditions.
Current Offerings
Facilitating access to institutional-quality investment opportunities across public equities and late-stage private equity. Our offerings are designed for qualified investors seeking strategic exposure to high-growth markets, private capital vehicles, and differentiated alternative investment strategies.
Legacy Fund 3 LP
Equities
Actively managed public equities strategy focused on momentum, asymmetric opportunities, and tactical positioning across high-growth sectors. The partnership emphasizes disciplined risk management, active market participation, and capital appreciation through short- and intermediate-term investment opportunities.
CDK Series PE
Late Stage Private Equity
Late-stage private equity strategy focused on opportunistic investments in venture-backed and private growth companies. The partnership seeks exposure to innovation-driven businesses and alternative investment opportunities with long-term capital appreciation potential.
Operational Framework
Kerns Capital maintains a disciplined operational framework designed to support transparency, oversight, and long-term execution. The firm works alongside experienced legal, administrative, and compliance professionals to support fund operations, reporting, and accounting.
Our approach emphasizes disciplined risk management, structured investment processes, and alignment with investor interests across both public equities and private market strategies.
We believe strong operational infrastructure is essential to navigating evolving market environments and pursuing sustainable long-term growth.
Track Record
Closed Funds
CDK Fund I
Equities and Currency Trading
CDK Fund II
Private Equity Placement
$2.9M+
Deployed
Leadership
Our Team
Cody Kerns
Founder & Managing Principal
Cody Kerns is the Founder and Managing Principal of Kerns Capital Management, LLC. Founded in 2022, the firm provides qualified investors with structured exposure to select opportunities across public and private markets.
Since inception, Kerns Capital Management and affiliated initiatives have collectively involved approximately $20 million in raised capital, deployed investments, and recovery-related assets — including a $12.6 million judgment — across private equity, public markets, and judgment-enforcement strategies.
A core focus is facilitating access for qualified retail investors to institutional-grade private equity opportunities, including late-stage private companies with established operating scale—opportunities typically accessible only to large institutional investors, family offices, and endowments.
In parallel with investment management, Cody maintains an active operating background. He founded iComeUp in 2016, a marketing company supporting thousands of clients across industries, and has operated Kerns Marketing since 2022. His operator-driven perspective informs investment evaluation, capital allocation, and risk management.
Justin Freishtat
Vice President
Mr. Freishtat is responsible for client relations, capital raising and management operations. Concurrently, he spent a decade building Heartland Foods, generating $87 million in gross revenue before 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.
Contact
Sergio Andres Troconis
Chief Operating Officer
Mr. Troconis is responsible for client relations and management operations. He has established various systems and procedures that hundreds of customers have utilized. His expertise lies in creating proper systems to better serve investors, develop engaging communication channels, and enhance investor experience. Mr. Troconis holds a Six Sigma certification from Florida Atlantic University (2016).
ContactInterested in investing?
For accredited investors looking to participate in our current offerings.
Investment Risk Disclosure: Investments in the Partnership are highly speculative, involve a substantial degree of risk, and are suitable only for investors who can bear the risk of a complete loss of their investment. There can be no assurance that the Partnership will achieve its investment objectives or generate positive returns. Investment performance may be volatile, and investors may lose some or all of their invested capital. Past performance is not indicative of future results, and no representation or guarantee is made that any investment strategy, portfolio, or allocation will be successful.
The Partnership may engage in investments involving illiquid securities, leverage, concentrated positions, private placements, derivatives, or other complex investment strategies that may increase the risk of loss. Market conditions, economic developments, interest rates, geopolitical events, regulatory changes, and issuer-specific factors may materially affect performance.
This website and the information contained herein are provided solely for informational and discussion purposes and do not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any securities or investment products. Any such offer or solicitation will be made only pursuant to the Partnership’s confidential offering documents, including the applicable Private Placement Memorandum, Limited Partnership Agreement, and subscription materials, which should be reviewed carefully in their entirety prior to making any investment decision.
Prospective investors should conduct their own independent due diligence and consult with their legal, tax, accounting, and financial advisors before investing. Securities offered by the Partnership have not been registered under the U.S. Securities Act of 1933, as amended, or any state securities laws, and are being offered pursuant to applicable exemptions from registration. Interests in the Partnership are subject to restrictions on transferability and resale and may not be suitable for all investors.