Kennedy Capital Management

RIASEC RegisteredEst. 1980

Total AUM

$5B

Discretionary

$4.9B

97% of AUM

Avg account

$23.6M

Accounts

213

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 105834
Registered since: July 17, 1980
Website: www.kennedycapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles32.27%
State / Municipal Government31.31%
Charitable Organizations9.42%
Corporations / Businesses7.5%
Other Investment Advisers5.97%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kennedy Capital Management is an LLC that has been registered with the SEC since 1980 and serves both individual/family and institutional clients. The firm’s advisory work spans separately managed accounts, investment companies and pooled vehicles, and portfolio management for businesses and institutions. Compensation is a mix of asset-based fees and performance-linked fees. Kennedy Capital identifies as an active ESG investor and is involved in multiple industry roles beyond advisory work, including broker-dealer relationships, commodity pool/operator or CTA activity, and acting as sponsor, general partner or managing member of pooled investment vehicles.