Kennedy Wilson Advisers, Inc. is a large advisory firm based in Beverly Hills. It manages $754 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Kennedy Wilson Advisers provides portfolio management for investment companies and 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 Wilson Advisers, Inc. is $754 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kennedy Wilson Advisers, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barry Schlesinger has been acting as President since 1 Dec 2001. Inc. Kennedy Wilson joined the executive team most recently as the Shareholder.
The principal office where Kennedy Wilson Advisers, Inc. performs its advisory services is located at 9601 Wilshire Blvd., Beverly Hills, CA 90210, 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 310-887-6400 or by fax 310-887-3420. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.kennedywilson.com.