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Adviser Profile

As of Date 08/01/2024
Adviser Type - Large advisory firm
Number of Employees 69 23.21%
of those in investment advisory functions 38 11.76%
Registration SEC, Approved, 3/15/2018
AUM* 8,967,513,000 33.09%
of that, discretionary 8,967,513,000 33.09%
Private Fund GAV* 6,272,683,185 3.24%
Avg Account Size 389,891,870 4.16%
SMA’s Yes
Private Funds 9 4
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
7B 6B 5B 4B 3B 2B 963M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$53,717,043
Fund TypeOther Private Fund Count8 GAV$6,218,966,142

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Brochure Summary

Overview

Kennedy Lewis Management LP (“Kennedy Lewis” or the “Firm”) was formed on September 15, 2017. The Firm’s headquarters are located in New York, NY. David Chene and Darren Richman control Kennedy Lewis. Mr. Chene and Mr. Richman are the Managing Partners of the Firm. Together Messrs. Richman and Chene manage the Firm with the assistance of their staff. Kennedy Lewis is the investment adviser to the Kennedy Lewis Capital Partners Master Fund LP; Kennedy Lewis Capital Partners Master Fund II LP; Kennedy Lewis Capital Partners Master Fund III LP, their Delaware onshore feeders, and their Cayman Islands offshore feeder and intermediate funds, as well as certain parallel and co-investment and “funds of one” (collectively, the “Credit Opportunity Funds”). Kennedy Lewis is also the investment adviser to “funds of one” that invest in and/or alongside Kennedy Lewis Capital Company, an externally-managed, diversified, closed-end investment company that has elected to be regulated as a business development company (the “BDC” and such funds of one, the “Core Lending Funds”). As discussed in Item 10 below, Kennedy Lewis is affiliated with investment advisers (the “Affiliated Advisers”), including, without limitation, Kennedy Lewis Capital Holdings LLC, which serves as investment adviser to the BDC and Kennedy Lewis Residential Property Income Advisors LLC, which is the investment adviser to Kennedy Lewis Residential
Property Income Company LP (the “KLRES Fund” and, collectively together with the Credit Opportunities Funds and the Core Lending Funds, the “Funds”). For information about the investment strategy of Kennedy Lewis, see the discussion under Item 8 below. Further, details regarding the Funds can be found in the respective offering memoranda, limited partnership agreements and other governing documents (the “Governing Documents”). Kennedy Lewis generally manages each Fund pursuant to the objectives specified in the Governing Documents. The Funds’ investors generally do not have the right to restrict the Funds’ investing in certain securities or types of securities. Kennedy Lewis may tailor the advisory services it provides to certain Funds to the extent that certain investments cannot be held by certain Funds for legal, regulatory and/or tax reasons and pursuant to its general investment discretion, with respect to the investment activity of the Funds. Information regarding Kennedy Lewis Capital Holdings LLC and the BDC, which is relevant to the Core Lending Funds insofar as they make investments in the BDC, is provided in the Form ADV for Kennedy Lewis Capital Holdings LLC. As of December 31, 2023, Kennedy Lewis had approximately $8,967,513,000 in regulatory assets under management. As of that date, the Adviser managed $8,967,513,000 on a discretionary basis and $0 on a non-discretionary basis.