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| Happy Holidays!! thanks for using AUM13F!! |
| Hammond Kennedy Whitney & Company Inc
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| CRD # | 161288 |
| SEC # | 801-73323 |
| CIK # | |
| AUM | $660.6 M (2025-07-31) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 317-590-7401 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | HKW Capital Partners V-A LP | [2018-03-29] | 298.7 | 51.9 |
| PE | HKW Capital Partners V LP | [2018-03-29] | 298.7 | 453.1 |
| PE | HKW Capital Partners IV-B LP | [2014-08-01] | 14.1 | |
| PE | HKW Capital Partners IV-A LP | [2012-07-31] | 127.3 | 19.8 |
| PE | HKW Capital Partners IV LP | [2012-07-31] | 127.3 | 121.7 |
| PE | HKW Capital Partners III-A LP | 2012-02-10 | 4.2 | |
| PE | HKW Capital Partners III-A Supplemental LP | [2012-02-10] | 0.0 | 2.2 |
| PE | HKW Capital Partners III LP | 2012-02-10 | 24.4 | |
| PE | HKW Capital Partners III Supplemental LP | [2012-02-10] | 0.0 | 29.4 |
| PE | HKW Capital Partners II LP | [2012-02-10] | 2.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 660.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 660.6 |
| By Discretionary | ||
| Discretionary | 5 | 660.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 660.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.6 | |
| Total | 5 | 660.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Mark Becker | 11 | |||
| Jeffrey Wood | 24 | |||
| Glenn Scolnik | 24 | |||
| Michael Foisy | 23 | |||
| James Snyder | 21 | |||
| Luke Phenicie | 17 | |||
| James Futterknecht Jr | 13 | |||
| John Carsello | 13 | |||
| Ted Kramer | 9 | |||
| Caroline Young | 9 | |||
| View All | ||||
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