KENNEDY CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1980

Total AUM

$5B

Discretionary

$4.9B

97% of AUM

Avg account

$23.6M

Accounts

213

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 105834
Registered since: July 17, 1980
Website: www.kennedycapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles32.27%
State / Municipal Government31.31%
Charitable Organizations9.42%
Corporations / Businesses7.5%
Other Investment Advisers5.97%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kennedy Capital Management is a privately held limited liability company that has been SEC-registered since 1980. The firm provides portfolio management across a range of client types, including individuals and families as well as institutional investors. Its advisory services span separately managed accounts, pooled investment vehicles and investment companies, and it also manages portfolios for businesses and other institutions. Kennedy charges asset-based fees and can employ performance-based fee arrangements, particularly on pooled or alternative structures. The firm identifies as an active ESG investor and maintains industry roles beyond pure advisory work, including affiliations with broker-dealers, registration as other investment advisers, participation as a CPO/CTA, and acting as sponsor, general partner or managing member of pooled investment vehicles.