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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

KAIZEN MANAGEMENT, LP

CRD 124699

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa7982f0-245e-e641-e5aa-d4e1f7115734

Data as of Sep 10, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Sep 10, 2012
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $44.2MItem 5.F on the latest filing (2012-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $44.2M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 2
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $45.8Mgross asset value as reported per fund; never fund size
SEC number: 801-65147
CRD: 124699
Filings on the tape: 4
First filed: Mar 29, 2012
Latest filed: Sep 10, 2012
Organised: Limited Partnership, Texas

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SELECT CONTRARIAN VALUE PARTNERS, L.P.	Hedge Fund	$45.8M	Sep 10, 2012	50	Mar 29, 2012	reported	021-84546

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERRY, DAVID, WILLIS	Manager	E	yes	09/2002	Mar 29, 2012	Sep 10, 2012
BERRY, DAVID, WILLIS	LIMITED PARTNER	E	yes	09/2002	Mar 29, 2012	Sep 10, 2012
KAIZEN CAPITAL, LLC	GENERAL PARTNER	Na	yes	09/2002	Mar 29, 2012	Sep 10, 2012
JONES, DAVID, DWAIN	CHIEF COMPLIANCE OFFICER	Na	no	04/2006	Mar 29, 2012	Sep 10, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KAIZEN FUNDAMENTAL VALUE FUND	n/a	n/a	n/a	N	no	n/a
SELECT CONTRARIAN VALUE PARTNERS, L.P.	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 29, 2012	$48.0M	$48.0M	n/a	n/a	n/a	1	$45.8M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$44.2M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Advises (1)

→ SELECT CONTRARIAN VALUE PARTNERS, L.P.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← JONES, DAVID, DWAINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV

Controls (2)

← BERRY, DAVID, WILLISOwnerMANAGER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← KAIZEN CAPITAL, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 29, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa7982f0-245e-e641-e5aa-d4e1f7115734
First observed: Mar 29, 2012
Last observed: Sep 10, 2012 170 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAIZEN MANAGEMENT, LP

CRD 124699

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aa7982f0-245e-e641-e5aa-d4e1f7115734

Data as of Sep 10, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:29 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SELECT CONTRARIAN VALUE PARTNERS, L.P.

Hedge Fund

$45.8M

Sep 10, 2012

Mar 29, 2012

reported

021-84546

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERRY, DAVID, WILLIS

Manager

yes

09/2002

Mar 29, 2012

Sep 10, 2012

BERRY, DAVID, WILLIS

LIMITED PARTNER

yes

09/2002

Mar 29, 2012

Sep 10, 2012

KAIZEN CAPITAL, LLC

GENERAL PARTNER

yes

09/2002

Mar 29, 2012

Sep 10, 2012

JONES, DAVID, DWAIN

CHIEF COMPLIANCE OFFICER

04/2006

Mar 29, 2012

Sep 10, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KAIZEN FUNDAMENTAL VALUE FUND

n/a

SELECT CONTRARIAN VALUE PARTNERS, L.P.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 29, 2012

$48.0M

n/a

$45.8M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$44.2M

n/a