Kennedy Lewis Management LP is a large advisory firm based in New York. It manages $571 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.
Kennedy Lewis Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kennedy Lewis Management LP is $571 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 468% since the beginning of its operation, and $262.65 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kennedy Lewis Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Kennedy Lewis Management is pooled investment vehicles with 4 clients and $571 million of assets under management. Among the 9 most similar advisory firms, Kennedy Lewis Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $571 million for 4 clients. 25% of the firm’s clients are foreign persons or businesses.
Kennedy Lewis Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 15 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kennedy Lewis Management LP performs its advisory services is located at 80 Broad Street, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-782-3482. The normal business hours are 8:00am -5:00pm on Monday - Friday. You can find more information about the New York firm at klimllc.com and its LinkedIn profile.