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 a Delaware-structured limited liability company operating as an institutional registered investment adviser. The firm is SEC-registered (since 2021) and serves an institutional client base, providing portfolio management for pooled investment vehicles rather than acting as a traditional retail advisor or a pure capital allocator. Its compensation combines a percentage-of-assets-under-management component with performance-based fees, consistent with a manager that sponsors and runs private pooled strategies. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. Industry affiliations reported for the firm include roles beyond advisory services — broker-dealer relationships, connections to other investment advisers, CPO/CTA activity, and sponsor/GP or managing-member positions in pooled investment vehicles — indicating vertical integration across product sponsorship and management.

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

    Anthony Pasqua

    Partner, Chief Operating Officer, Chief Financial OfficerCRD 4223643

Contacts

3 of 4
  • David Chene

    David Chene

    Co-Founder & Co-Managing PartnerCRD 4429425

  • Rizwan Akhter

    Rizwan Akhter

    OwnerCRD 2085290

  • Darren Richman

    Darren Richman

    Co-Founder & Co-Managing PartnerCRD 4064576

Unlock 1 more contacts

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