KENWYCK CAPITAL

Overview

Kenwyck Capital is a small, independent registered investment adviser focused on serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational workshops. Investment activity is equity‑centric: exchange‑traded equities make up the largest portion of its managed assets and the firm expresses a clear preference for equity exposure as the backbone of client portfolios. Kenwyck Capital identifies as an active ESG investor, which suggests ESG analysis or screening is applied to at least a portion of client portfolios. The firm also functions as a capital allocator on behalf of clients, blending direct equity and mutual fund exposures with allocations to third‑party alternative managers — most notably real estate strategies — when those fit client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices