Kennedy Lewis Capital Holdings LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324025
- Registered since
- March 28, 2023
- Website
- www.klimllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Kennedy Lewis Capital Holdings LLC is an SEC-registered institutional registered investment adviser (registration year 2023) that serves institutional clients. The firm operates as a limited liability company and reports that it charges fees as a percentage of assets under management and may also assess performance-based fees. Its advisory activity explicitly includes portfolio management for investment companies. The firm identifies as an active ESG investor and is not designated as a capital allocator. Regulatory and business affiliations reported by the firm indicate involvement across multiple roles in the investment ecosystem: broker-dealer activity, functioning as another investment adviser, registration as a CPO/CTA, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those roles suggest the firm can both manage pooled funds and participate in distribution or trading channels rather than only sourcing external managers.
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 2Anthony Pasqua
Partner, Chief Operating Officer, Chief Financial OfficerCRD 4223643
Martin Towey
Chief Compliance OfficerCRD 6020071
Contacts
3 of 3
James Didden
Partner, Head of WealthCRD 1976344
David Casariego
ManagerCRD 5323707

Douglas Logigian
Co-Managing PartnerCRD 4699704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 225 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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