Hammond, Kennedy, Whitney & Company, Inc.

RIASEC RegisteredEst. 2012
Total AUM
$631M
Discretionary
$631M
100% of AUM
Avg account
$126M
Accounts
5
Employees
8
Advisory reps
5

Firm details

Headquarters
,
CRD number
161288
Registered since
March 27, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Monika Gupta

    Chief Compliance OfficerCRD 5512808

  • Ted Kramer

    Ted Kramer

    Chief Executive Officer, PartnerCRD 6024741

Contacts

3 of 3
  • James Snyder

    James Snyder

    PartnerCRD 1317743

  • Michael Foisy

    Michael Foisy

    President & PartnerCRD 6024739

  • Kent Robinson

    Kent Robinson

    Operating OfficerCRD 6907317

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth