Kanen Wealth Management LLC

RIASEC RegisteredEst. 2019

Total AUM

$405M

Discretionary

$401M

99% of AUM

Avg account

$889K

Accounts

455

Employees

Advisory reps

Firm details

Headquarters: Coconut Creek, Florida
CRD number: 282746
Registered since: July 22, 2019
Website: www.kanenadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles48.78%
Investment Companies30.17%
HNWI17.72%
Individuals2.73%
Charitable Organizations0.6%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kanen Wealth Management LLC is a limited liability company that registered with the SEC in 2019 and is classified in FINTRX as a hedge fund. The firm provides portfolio management services across individual and family clients as well as institutional investors, and it manages pooled investment vehicles and investment companies in addition to individual and small-business portfolios. Fee arrangements include both a percentage-of-assets model and performance-based fees. The firm identifies an individual owner and serves as a sponsor and general partner — it acts as a managing member for pooled vehicles it organizes. Kanen is not identified as an active ESG investor, is not a multi-state adviser under FINTRX flags, and does not list pension consulting among its services.