DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Kennedy Lewis Management LP
Latest filing Apr 24, 2026
First filing on the tape Feb 13, 2018 · 32 filings
SEC status approved since Mar 15, 2018
RAUM
$12B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
144
42 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
19
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$12B as of Apr 24, 2026
Mar 28, 2019$571M then
HNW client RAUM$0 as of Apr 24, 2026
Mar 28, 2019$0 then
State-registered IARs (5.B.3)0 as of Apr 24, 2026
Mar 28, 20190 then
Employees (5.A)144 as of Apr 24, 2026
Mar 28, 201915 then
Private funds19 as of Apr 24, 2026
Mar 28, 20191 then
RAUM +6.8% over the last fiscal year+20% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Apr 24, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $461MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $8.7B, 25 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$12B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.7B for 25 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Kennedy Lewis Capital Partners Master Fund II LP | Other Private Fund | $2.6B | 218 | Jul 28, 2020 |
| Kennedy Lewis Capital Partners Master Fund III LP | Other Private Fund | $2.3B | 355 | Mar 31, 2022 |
| York Clo-2, Limitedno longer reported | Other Private Fund | $697M | 0 | Nov 20, 2015 |
| York Clo-3, Limitedno longer reported | Other Private Fund | $646M | 0 | Aug 25, 2016 |
| Kitka Fund LP | Other Private Fund | $536M | 1 | Jul 28, 2020 |
| York Clo-5, Limitedno longer reported | Other Private Fund | $497M | 0 | Aug 17, 2018 |
| York Clo-8, Limitedno longer reported | Other Private Fund | $450M | 0 | Mar 23, 2020 |
| York Clo-6, Limitedno longer reported | Other Private Fund | $410M | 0 | Aug 17, 2018 |
| York Clo-7, Limitedno longer reported | Other Private Fund | $402M | 0 | Mar 26, 2019 |
| York Clo-4, Limitedno longer reported | Other Private Fund | $399M | 0 | Feb 9, 2017 |
| Kennedy Lewis Capital Partners Master Fund LP | Other Private Fund | $260M | 83 | Feb 13, 2018 |
| Klim Delta Excelsior Fund LP | Other Private Fund | $235M | 2 | Mar 29, 2024 |
| Klim Delta Hqc3 LP | Other Private Fund | $220M | 1 | Mar 29, 2024 |
| Klcp Co-Investment Opportunities III LP | Other Private Fund | $115M | 39 | Mar 31, 2022 |
| Kennedy Lewis Residential Property Income Company LP | Real Estate Fund | $53.7M | 5 | Mar 29, 2024 |
| Klcc Feeder Fund I LP | Other Private Fund | $27.2M | 2 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Kennedy David Chene · Limited Partnercontrolsince 09/2017 · owns 10% to 25%
- Tate Douglas Logigian · Limited Partnercontrolsince 07/2020 · owns 5% to 10%
- Frank Anthony Pasqua · Cfo/Coocontrolsince 11/2017 · owns less than 5%
- Jade Rachel Presa · Chief Compliance Officercontrolsince 09/2021 · owns less than 5%
- Lewis Darren Richman · Limited Partnercontrolsince 09/2017 · owns 10% to 25%
Entity owners
- Klm Gp LLC · General Partnerdirect · owns less than 5%
- Endurance Investment Management Blocker, Inc. · Managing Memberindirect · owns 75% or more of Endurance Investment Management Aggregator, LLC
- Kennedy Lewis Investment Management LLC · Memberindirect · owns 75% or more of Klm Gp LLC
- Petershill IV LLC · Managing Memberindirect · owns 75% or more of Endurance Management Vehicle, LLC
- Petershill IV Offshore Scsp · Shareholderindirect · owns 75% or more of Endurance Investment Management Blocker, Inc.
- Petershill Partners Plc · Shareholderindirect · owns 75% or more of Petershill Partners, Inc.
- Petershill Partners, Inc. · General Partnerindirect · owns 75% or more of Php De 1 LP
- Ph IV Advisors LLC · Managing Memberindirect · owns F of Petershill IV LLC
- Endurance Investment Management Aggregator, LLC · Limited Partnerdirect · owns 10% to 25%
- Endurance Management Vehicle, LLC · Limited Partnerdirect · owns 5% to 10%
- Php De 1 LP · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Azimut Kennedy Lewis Gp Sarlbankpooled vehicle sponsorn
- Kennedy Lewis Loan Management LLCinvestment adviserbanknRAUM $9.4B
- Kennedy Lewis Capital Holdings LLCinvestment adviserbankyRAUM $1.2B
- Kennedy Lewis Gp II LLCbankpooled vehicle sponsorn
- Kennedy Lewis Gp III LLCbankpooled vehicle sponsorn
- Kennedy Lewis Gp LLCbankpooled vehicle sponsorn
- Kennedy Lewis Residential Property Income Company Gp LLCpooled vehicle sponsorn
- Kennedy Lewis Umbrella Gp LLCbankpooled vehicle sponsorn
- Klcc Gp LLCpooled vehicle sponsorn
Advisers that list Kennedy Lewis Management LP as a related person
Offices
Schedule D 1.F, the 25 largest
- Miami, FL10 employees
- Fort Washington, PA2 employees
What changed
consecutive filings, newest first
- Private funds · 16 to 19Mar 31, 2026 to Apr 24, 2026
- Accounts · 34 to 25Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 43 to 42Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 34 to 25Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $8.4B to $8.7BMar 31, 2025 to Mar 31, 2026
- Employees · 119 to 144Mar 31, 2025 to Mar 31, 2026
- Other offices · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $11B to $12BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $11B to $12BMar 31, 2025 to Mar 31, 2026
- RAUM · $11B to $12BMar 31, 2025 to Mar 31, 2026
- Accounts · 23 to 34Feb 14, 2025 to Mar 31, 2025
- Advisory employees · 38 to 43Feb 14, 2025 to Mar 31, 2025
- Pooled vehicle clients · 23 to 34Feb 14, 2025 to Mar 31, 2025
- Assets in custody · $6.0B to $8.4BFeb 14, 2025 to Mar 31, 2025
- Employees · 69 to 119Feb 14, 2025 to Mar 31, 2025
- Financial planning clients · unset to Feb 14, 2025 to Mar 31, 2025
- Private funds · 9 to 16Feb 14, 2025 to Mar 31, 2025
- Discretionary RAUM · $9.0B to $11BFeb 14, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $9.0B to $11BFeb 14, 2025 to Mar 31, 2025
- RAUM · $9.0B to $11BFeb 14, 2025 to Mar 31, 2025
- Related broker-dealer · false to trueOct 3, 2024 to Feb 14, 2025
- Other offices · 2 to 3Apr 29, 2024 to Aug 1, 2024
- Accounts · 18 to 23Nov 3, 2023 to Mar 29, 2024
- Advisory employees · 34 to 38Nov 3, 2023 to Mar 29, 2024
- Advisory activities · 2 to 1Nov 3, 2023 to Mar 29, 2024
- Pooled vehicle clients · 18 to 23Nov 3, 2023 to Mar 29, 2024
- Assets in custody · $3.5B to $6.0BNov 3, 2023 to Mar 29, 2024
- Employees · 56 to 69Nov 3, 2023 to Mar 29, 2024
- Private funds · 5 to 9Nov 3, 2023 to Mar 29, 2024
- Discretionary RAUM · $6.7B to $9.0BNov 3, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $6.7B to $9.0BNov 3, 2023 to Mar 29, 2024
- RAUM · $6.7B to $9.0BNov 3, 2023 to Mar 29, 2024
- Advisory employees · 27 to 34Jan 13, 2023 to Mar 31, 2023
- Assets in custody · unset to 3513581431.0Jan 13, 2023 to Mar 31, 2023
- Custody of client assets · false to trueJan 13, 2023 to Mar 31, 2023
- Employees · 45 to 56Jan 13, 2023 to Mar 31, 2023
- Other offices · 1 to 2Jan 13, 2023 to Mar 31, 2023
- Discretionary RAUM · $5.2B to $6.7BJan 13, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $5.2B to $6.7BJan 13, 2023 to Mar 31, 2023
- RAUM · $5.2B to $6.7BJan 13, 2023 to Mar 31, 2023
Signals
7 dated events
- Kennedy Lewis Management Lp reported RAUM $9.0B, up 33% from $6.7B (2023-11-03 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Kennedy Lewis Management Lp reported RAUM $6.7B, up 30% from $5.2B (2023-01-13 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Jade Rachel Presa (Chief Compliance Officer) appeared on Schedule A of Kennedy Lewis Management LpOct 28, 2021 · Control person joined · fact
- Kennedy Lewis Management Lp reported RAUM $6.7B, up 134% from $2.9B (2021-03-31 to 2021-07-15)Jul 15, 2021 · RAUM change · derived
- Kennedy Lewis Management Lp reported RAUM $2.4B, up 293% from $598.3M (2020-03-30 to 2020-07-28)Jul 28, 2020 · RAUM change · derived
- Kennedy Lewis Management Lp reported RAUM $571.0M, up 468% from $100.5M (2018-04-27 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Kennedy Lewis Management Lp filed its initial SEC registration (Form ADV)Feb 13, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kennedy-lewis-investment-management-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- kennedylewiscapitalcompany.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-782-3480reportedpublic record, Form ADV, Apr 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Kennedy Lewis Management LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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