KAWA CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 2011
Total AUM
$2.8B
Discretionary
$2.7B
97% of AUM
Avg account
$50.3M
Accounts
56
Employees
53
Advisory reps
12

Firm details

Headquarters
HALLANDALE BEACH, Florida
CRD number
157780
Registered since
October 7, 2011
Website
www.kawa.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.6%
  • HNWI5.01%
  • Other Investment Advisers0.39%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kawa Capital Management, Inc. is a multi-strategy investment firm that operates as a corporation and is registered with the SEC since 2011. The firm manages a mix of pooled vehicles and separately managed mandates, running hedge fund, private equity and real estate strategies while also acting as sponsor or managing member of pooled investment vehicles. Its client base includes both high-net-worth individuals and institutional investors. Fee arrangements include asset-based fees, fixed fees and performance-linked compensation. Kawa also conducts activities typical of commodity pool operators/commodity trading advisors and engages in financial product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

Asset composition

Asset composition: Private Funds 38%, Non-Investment Grade Corp Bonds 36%, Cash & Cash Equivalents 11%, US Government Bonds 5%, Other 4%, Exchange Traded Equities 3%, Derivatives 2%, State & Local Bonds 1%38%
  • Private Funds38%
  • Non-Investment Grade Corp Bonds36%
  • Cash & Cash Equivalents11%
  • US Government Bonds5%
  • Other4%

Owners & executives

3 of 5

  • DANIEL ADES

    CEO & Chief Investment OfficerCRD 5136712

  • JEREMY TRASTER

    General Counsel & Chief Compliance OfficerCRD 6469309

  • ALEXANDRE SAVERIN

    Chief Risk OfficerCRD 5951851

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Contacts

3 of 7

  • LUCIANO LAUTENBERG

    Managing Director, Investor RelationsCRD 5978287

  • Francesca Tabak

    Investor Relations AssociateCRD 8188463

  • KATHERINE HANDLEY

    Operations DirectorCRD 6126367

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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

HALLANDALE BEACH, FL

BROWARD

Location

HALLANDALE BEACH, FL

Headquartered in HALLANDALE BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
1010 S Federal Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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