Kennedy Lewis Capital Holdings LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Employees
144
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
324025
Registered since
March 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Kennedy Lewis Capital Holdings LLC is an SEC-registered investment adviser (registered in 2023) that serves institutional clients and provides portfolio management for investment companies. The firm charges asset-based fees and can collect performance-based compensation, indicating arrangements tied to investment results as well as scale. Kennedy Lewis describes itself as an active ESG investor and maintains a mix of ownership types (domestic entity and individual). Its business footprint includes roles beyond adviser-only activity; the firm is affiliated with broker-dealer activity and functions that include commodity pool/operator or CTA capabilities and sponsorship or managing-member roles for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • Anthony Pasqua

    Anthony Pasqua

    Partner, Chief Operating Officer, Chief Financial OfficerCRD 4223643

  • Martin Towey

    Chief Compliance OfficerCRD 6020071

Contacts

3 of 3
  • James Didden

    James Didden

    Partner, Head of WealthCRD 1976344

  • David Casariego

    ManagerCRD 5323707

  • Douglas Logigian

    Douglas Logigian

    Co-Managing PartnerCRD 4699704

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth