Hammond, Kennedy, Whitney & Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 161288
- Registered since
- March 27, 2012
- Website
- www.hkwinc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Hammond, Kennedy, Whitney & Company, Inc. is a corporate-structured registered investment adviser that serves institutional clients and primarily sponsors and manages private investment vehicles. The firm combines a standard asset-based fee schedule with performance-based fees across its strategies. It identifies as an active ESG investor, integrating environmental, social, and governance considerations into its investment decision-making. The firm functions as more than a distributor of third-party funds: it lists roles as an investment adviser and sponsor and operates as a general partner/managing member of pooled investment vehicles. Its activity profile emphasizes private markets and energy-related exposures alongside traditional alternative strategies.
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 2Monika Gupta
Chief Compliance OfficerCRD 5512808

Ted Kramer
Chief Executive Officer, PartnerCRD 6024741
Contacts
3 of 3
James Snyder
PartnerCRD 1317743

Michael Foisy
President & PartnerCRD 6024739

Kent Robinson
Operating OfficerCRD 6907317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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