Kennedy Lewis Capital Holdings LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324025
- Registered since
- March 28, 2023
- Website
- www.klimllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Kennedy Lewis Capital Holdings LLC is an SEC-registered investment adviser (registered in 2023) that serves institutional clients and provides portfolio management for investment companies. The firm charges asset-based fees and can collect performance-based compensation, indicating arrangements tied to investment results as well as scale. Kennedy Lewis describes itself as an active ESG investor and maintains a mix of ownership types (domestic entity and individual). Its business footprint includes roles beyond adviser-only activity; the firm is affiliated with broker-dealer activity and functions that include commodity pool/operator or CTA capabilities and sponsorship or managing-member roles for pooled investment vehicles.
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 2Anthony Pasqua
Partner, Chief Operating Officer, Chief Financial OfficerCRD 4223643
Martin Towey
Chief Compliance OfficerCRD 6020071
Contacts
3 of 3
James Didden
Partner, Head of WealthCRD 1976344
David Casariego
ManagerCRD 5323707

Douglas Logigian
Co-Managing PartnerCRD 4699704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 225 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
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