Kennedy Lewis Management LP (New York)

Name: Kennedy Lewis Management LP
Address: 80 Broad Street, New York, NY, 10004
Telephone: 212-782-3482

Kennedy Lewis Management LP is a large advisory firm based in New York. It manages $571 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2018.

Kennedy Lewis Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kennedy Lewis Management: assets under management

The assets under management (AUM) of Kennedy Lewis Management LP is $571 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 468% since the beginning of its operation, and $262.65 million of the total AUM is attributable to clients outside of the United States.

The firm manages $571 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kennedy Lewis Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kennedy Lewis Management serves?

The only and largest group of clients of Kennedy Lewis Management is pooled investment vehicles with 4 clients and $571 million of assets under management. Among the 9 most similar advisory firms, Kennedy Lewis Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $571 million for 4 clients. 25% of the firm’s clients are foreign persons or businesses.

Kennedy Lewis Management also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Kennedy Lewis Management LP

The company employs 15 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Darren Lewis Richman	Limited partner	1 Sep 2017	25% - 50%	4064576
David Kennedy Chene	Limited partner	1 Sep 2017	25% - 50%	4429425
Klm Gp Llc	General partner	1 Sep 2017	Other	89-2957124
Anthony Frank Pasqua	Cco/cfo/coo	1 Nov 2017	Other	4223643

Based in New York

The principal office where Kennedy Lewis Management LP performs its advisory services is located at 80 Broad Street, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-782-3482. The normal business hours are 8:00am -5:00pm on Monday - Friday. You can find more information about the New York firm at klimllc.com and its LinkedIn profile.