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 an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals, small businesses, and institutional clients. The firm charges fees as a percentage of assets under management and does not emphasize ESG investing. Kennicott is SEC-registered and began that registration in 2021. Its client base spans high-net-worth individuals and family relationships as well as institutional accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 50Active vs passive
$283M in ETFs
100%
$282M
<1%
$850K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $53.4M | 72,176 | 18.85% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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