Hammond, Kennedy, Whitney & Company, Inc.

RIASEC RegisteredEst. 2012
Total AUM
$631M
Discretionary
$631M
100% of AUM
Avg account
$126M
Accounts
5
Employees
8
Advisory reps
5

Firm details

Headquarters
,
CRD number
161288
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Monika Gupta

    Chief Compliance OfficerCRD 5512808

  • Ted Kramer

    Ted Kramer

    Chief Executive Officer, PartnerCRD 6024741

Contacts

3 of 3
  • James Snyder

    James Snyder

    PartnerCRD 1317743

  • Michael Foisy

    Michael Foisy

    President & PartnerCRD 6024739

  • Kent Robinson

    Kent Robinson

    Operating OfficerCRD 6907317

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth