Kennicott Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 128947
- Registered since
- May 4, 2021
- Website
- www.kennicottcapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.28%
- Individuals1.64%
- Charitable Organizations1.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kennicott Capital Management LLC is a small advisory firm that runs discretionary portfolios with a clear tilt toward listed equities. Their public filings show a heavy use of exchange-traded products as the core building block for client portfolios, supplemented by active mutual funds and selective allocations to third‑party alternative fund managers. The firm charges fees as a percentage of assets and provides portfolio management services primarily to individuals, families and smaller institutions. ESG does not appear to be a focus in their documented investment approach. Investment decisions appear concentrated and centralized: a single office operation managing a modest book of business, with a preference for liquid, ETF-based exposures for core equity allocation and external managers for less liquid or specialized strategies.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities65%
- Private Funds20%
- US Government Bonds12%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Lawrence Dan
Managing PartnerCRD 1504996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$235M in ETFs
100%
$235M
0%
$471K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $35.3M | 61,118 | 14.99% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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