KENNEDY LEWIS LOAN MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$9.4B
Discretionary
$9.4B
100% of AUM
Avg account
$428M
Accounts
22
Employees
144
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
316091
Registered since
September 14, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kennedy Lewis Loan Management LLC is an institutional investment manager focused on credit and loan-oriented pooled vehicles. The firm advises and sponsors closed-end and open-end pooled investment products and acts as a general partner or managing member for those vehicles, positioning itself as an active manager of private credit strategies rather than a traditional long-only equity shop. Its fee structure combines percentage-of-AUM charges with performance-based fees, reflecting a typical alignment for credit managers that run leveraged or opportunistic funds. Investment activity centers on underwriting and managing loans and credit instruments through pooled funds. Kennedy Lewis Loan Management LLC does not market itself as an ESG investor. The firm is organized as a limited liability company, registered with the SEC in 2021, and serves a purely institutional client base rather than retail households.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • MARTIN TOWEY

    Chief Compliance OfficerCRD 6020071

  • ANTHONY PASQUA

    Partner, Chief Operating Officer, Chief Financial OfficerCRD 4223643

Contacts

3 of 4
  • DAVID CHENE

    Co-Founder & Co-Managing PartnerCRD 4429425

  • RIZWAN AKHTER

    OwnerCRD 2085290

  • DARREN RICHMAN

    Co-Founder & Co-Managing PartnerCRD 4064576

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth