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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
K•••••• L•••• C•••••• H••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 27, 2022 · 8 filings
SEC status approved since Mar 28, 2023
RAUM
$1.2B
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
2
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.2B as of Mar 31, 2026
Mar 24, 2023$145M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 24, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 24, 20230 then
Employees (5.A)144 as of Mar 31, 2026
Mar 24, 202354 then
Private funds: no history
RAUM +33% over the last fiscal year+100% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- 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
- $1.2BderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%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 investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••••••• D•••• · Managercontrolsince 06/2023 · owns less than 5%
- D•••••• J••••• M•••••• · Managercontrolsince 06/2023 · owns less than 5%
- L•••••••• D••••••• T••• · Managercontrolsince 02/2022 · owns less than 5%
- P•••••• A••••••• F•••• · Manager, Cfo/Coocontrolsince 02/2022 · owns less than 5%
- P••••• R•••••• J••• · Chief Compliance Officer, Vp And Secretarycontrolsince 02/2022 · owns less than 5%
- C••••• D••••• K•••••• · Managercontrolsince 01/2017 · owns F of K•••••• L•••• I••••••••• M••••••••• L••
- L•••••••• D••••••• T••• · Managercontrolsince 06/2020 · owns F of K•••••• L•••• I••••••••• M••••••••• L••
- P•••••• A••••••• F•••• · Managercontrolsince 11/2017 · owns F of K•••••• L•••• I••••••••• M••••••••• L••
- R••••••• D•••••• L•••• · Managercontrolsince 01/2017 · owns F of K•••••• L•••• I••••••••• M••••••••• L••
Entity owners
- K•••••• L•••• I••••••••• M••••••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- A••••• K•••••• L•••• G• S•••••••bankpooled vehicle sponsorn
- K•••••• L•••• Loan Management LLCinvestment adviserbankpooled vehicle sponsornRAUM $9.4B
- K•••••• L•••• A••••••• ••••••••• S•••investment adviserbankn
- K•••••• L•••• G• I• L••bankpooled vehicle sponsorn
- K•••••• L•••• G• I•• L••bankpooled vehicle sponsorn
- K•••••• L•••• G• L••bankpooled vehicle sponsorn
- K•••••• L•••• M••••••••• L•investment adviserbanknRAUM $12B
- K•••••• L•••• R••••••••• P••••••• I••••• A••••••• L••investment advisern
- K•••••• L•••• R••••••••• P••••••• I••••• C•••••• G• L••pooled vehicle sponsorn
- K•••••• L•••• U••••••• G• L••bankpooled vehicle sponsorn
Advisers that list K•••••• L•••• C•••••• H••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- Miami, FL10 employees
- Geneva, Switzerland4 employees
What changed
consecutive filings, newest first
- Advisory employees · 44 to 42Mar 31, 2025 to Mar 31, 2026
- Employees · 119 to 144Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $870M to $1.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $870M to $1.2BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 36 to 44Feb 14, 2025 to Mar 31, 2025
- Employees · 68 to 119Feb 14, 2025 to Mar 31, 2025
- Financial planning clients · 0 to 0Feb 14, 2025 to Mar 31, 2025
- Discretionary RAUM · $454M to $870MFeb 14, 2025 to Mar 31, 2025
- RAUM · $454M to $870MFeb 14, 2025 to Mar 31, 2025
- Related broker-dealer · false to trueApr 29, 2024 to Feb 14, 2025
- Advisory employees · 32 to 36Mar 24, 2023 to Mar 29, 2024
- Employees · 54 to 68Mar 24, 2023 to Mar 29, 2024
- Other offices · 1 to 2Mar 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $145M to $454MMar 24, 2023 to Mar 29, 2024
- RAUM · $145M to $454MMar 24, 2023 to Mar 29, 2024
- Accounts · unset to 1.0Nov 29, 2022 to Mar 24, 2023
- Advisory employees · 30 to 32Nov 29, 2022 to Mar 24, 2023
- Business name · T••• C•••••• H••••••• L•• to K•••••• L•••• C•••••• H••••••• L••Nov 29, 2022 to Mar 24, 2023
- Employees · 51 to 54Nov 29, 2022 to Mar 24, 2023
- Legal name · T••• C•••••• H••••••• L•• to K•••••• L•••• C•••••• H••••••• L••Nov 29, 2022 to Mar 24, 2023
- Discretionary RAUM · unset to 145313543.0Nov 29, 2022 to Mar 24, 2023
- Non-discretionary RAUM · unset to 0.0Nov 29, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · 0.0 to unsetNov 29, 2022 to Mar 24, 2023
- RAUM · unset to 145313543.0Nov 29, 2022 to Mar 24, 2023
Signals
6 dated events
- K•••••• L•••• C•••••• H••••••• L•• reported RAUM $1.2B, up 33% from $869.6M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- K•••••• L•••• C•••••• H••••••• L•• reported RAUM $869.6M, up 91% from $454.3M (2025-02-14 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- K•••••• L•••• C•••••• H••••••• L•• reported RAUM $454.3M, up 213% from $145.3M (2023-03-24 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- David Casariego (Manager) appeared on Schedule A of K•••••• L•••• C•••••• H••••••• L••Mar 29, 2024 · Control person joined · fact
- Matthew James Didden (Manager) appeared on Schedule A of K•••••• L•••• C•••••• H••••••• L••Mar 29, 2024 · Control person joined · fact
- T••• C•••••• H••••••• L•• filed its initial SEC registration (Form ADV)Oct 27, 2022 · 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 18, 2026
- Website
- kennedylewiscapitalcompany.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-782-3480reportedpublic record, Form ADV, Mar 31, 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