KENNEDY LEWIS MANAGEMENT LP

RIASEC RegisteredEst. 2018
Total AUM
$11.5B
Discretionary
$11.5B
100% of AUM
Avg account
$461M
Accounts
25
Employees
144
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
290399
Registered since
March 15, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kennedy Lewis Management LP is organized as a limited partnership that operates as a pooled-investment manager with a stated classification as a real estate fund. The firm is SEC-registered since 2018 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled investment vehicles and it also functions in roles typical of sponsors or general partners. Kennedy Lewis charges a blend of asset-based fees and performance-linked fees, and it is active on ESG considerations. Regulatory and business activities reported include acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and maintaining affiliations that span broker-dealer relationships, other investment adviser registrations, and sponsorship/management of pooled vehicles. The firm is not described as a capital allocator in the SNAPSHOT.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • MARTIN TOWEY

    Chief Compliance OfficerCRD 6020071

  • ANTHONY PASQUA

    Partner, Chief Operating Officer, Chief Financial OfficerCRD 4223643

Contacts

3 of 3
  • DARREN RICHMAN

    Co-Founder & Co-Managing PartnerCRD 4064576

  • DAVID CHENE

    Co-Founder & Co-Managing PartnerCRD 4429425

  • 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