Hammond, Kennedy, Whitney & Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 161288
- Registered since
- March 27, 2012
- Website
- www.hkwinc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Hammond, Kennedy, Whitney & Company, Inc. is an institutional registered investment adviser focused on serving institutional clients. The firm has been SEC‑registered since 2012 and is structured as a corporation with individual ownership. Its compensation model combines a percentage‑of‑assets fee with performance‑based fees, consistent with its role as an adviser and sponsor of private investment vehicles. The firm identifies itself as an active ESG investor and is not described as a multi‑state adviser. Industry affiliations indicate the firm acts beyond pure advisory work: it operates as an investment adviser and sponsor, and serves as a general partner or managing member for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Monika Gupta
Chief Compliance OfficerCRD 5512808

Ted Kramer
Chief Executive Officer, PartnerCRD 6024741
Contacts
3 of 3
James Snyder
PartnerCRD 1317743

Michael Foisy
President & PartnerCRD 6024739

Kent Robinson
Operating OfficerCRD 6907317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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