KANEN WEALTH MANAGEMENT LLC

other names
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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 2
Registration Florida, Terminated, 12/31/2019
Other registrations (6)
AUM* 292,490,900 -2.84%
of that, discretionary 289,588,521 -3.13%
Private Fund GAV* 110,103,582 -3.25%
Avg Account Size 644,253 -9.05%
% High Net Worth 25.00% 35.47%
SMA’s Yes
Private Funds 1
Contact Info 631 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
402M 344M 287M 229M 172M 115M 57M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$110,103,582

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