DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Kennedy Capital Management
unclassifiedMO
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- Methodist Hospital Retirement Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
Schedule C rows
16 rows, $3.4M direct compensation as filed
What changed
- Ameriprise Financial Retirement Plan first reports an interest in Kennedy Cap Mgmt Collective Invt Tr (Kennedy Capital Management): $37M at 2025-09-30with Kennedy Capital Managementaskebsa.dol.gov
- Kennedy Capital Management Inc. no longer appears on Houston Hospitals, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Kennedy Capital Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNEW York Eye and Ear Infirmary Employees' Pension PlanKennedy Capital Management no longer appears on NEW York Eye and Ear Infirmary Employees' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Kennedy Capital Managementaskebsa.dol.gov