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 an SEC-registered advisory firm (registered in 2019) organized as an LLC and owned by an individual. The firm is classified as a hedge-fund-type adviser but serves both individual/family and institutional clients. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for investment companies, and management of pooled investment vehicles. Kanen also functions as a sponsor, general partner and managing member of pooled vehicles it advises. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor and is not described as a capital allocator in the provided data.