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| Kanen Wealth Management LLC
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| CRD # | 282746 |
| SEC # | 801-116998 |
| CIK # | 0001681614 |
| AUM | 404.6 M (2026-05-22) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-863-3100 |
| Address | 6810 Lyons Technology Circle Coconut Creek, FL 33073 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Compass Inc | 0.0 | ||
| Allot Communications Ltd | 0.0 | ||
| Barnes & Noble Education Inc | 0.0 | ||
| Retrospettiva Inc | 0.0 | ||
| Hydra Industries Acquisition Corp | 0.0 | ||
| Six Flags Entertainment Corporation/New | 0.0 | ||
| Therealreal Inc | 0.0 | ||
| 1Stdibscom Inc | 0.0 | ||
| DFP Healthcare Acquisitions Corp | 0.0 | ||
| Lovesac Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Philotimo SPV II LP | [2026-04-01] | 8.9 M | 3.6 M |
| Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Philotimo SPV I LP | [2025-03-28] | 8.9 M | 25.6 M |
| Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Philotimo Fund LP | [2019-06-20] | 73.1 M | 168.3 M |
| Filed 2025-06-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 11.0 |
| (b) Individuals (high net worth individuals) | 110 | 71.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 122.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 197.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 2.4 |
| (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 | 455 | 404.6 |
| By Discretionary | ||
| Discretionary | 453 | 400.6 |
| Non-Discretionary | 2 | 4.0 |
| Total | 455 | 404.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.6 | |
| Total | 455 | 404.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Kanen | Executive Officer | 3 | 2 | |
| Kanen Wealth Management LLC | Executive Officer | 3 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001681614] | |
| 3 | [0001681614] | |
| 4 | [0001681614] | |
| 5 | [0001681614] | |
| SC 13D | [0001681614] | |
| SC 13G | [0001681614] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-07-09 | Sell | 72,096 | $4.70 | 338,851 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-07-09 | Sell | 87,904 | $4.70 | 413,149 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-07-08 | Sell | 34,638 | $4.77 | 165,223 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-07-08 | Sell | 42,242 | $4.77 | 201,494 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-07-07 | Sell | 40,000 | $4.94 | 197,600 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-07-07 | Sell | 48,780 | $4.94 | 240,973 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2025-06-27 | Sell | 24,431 | $4.61 | 112,627 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2024-03-19 | Buy | 7,103 | $4.19 | 29,762 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2024-03-18 | Buy | 73,733 | $4.21 | 310,416 |
|
Committed Capital Acquisition Corp STKS
Class A Common Stock, par value $0.0001
|
2024-03-15 | Buy | 191,585 | $3.75 | 718,444 |
|
Real Good Food Company Inc RGF
Class A Common Stock, par value $0.0001
|
2023-10-17 | Buy | 75,000 | $2.35 | 176,250 |
|
Real Good Food Company Inc RGF
Class A Common Stock, par value $0.0001
|
2023-10-17 | Buy | 35,000 | $2.35 | 82,250 |
|
Committed Capital Acquisition Corp STKS
Common Stock, par value $0.0001
|
2023-05-02 | Option exercise | 125,000 | $1.63 | 203,750 |
|
Committed Capital Acquisition Corp STKS
Warrants (right to buy) · derivative
|
2023-05-02 | Option exercise | 125,000 | $0.00 | |
|
Aqua Metals Inc AQMS
Common Stock
|
2022-12-23 | Buy | 212,437 | $0.71 | 150,830 |
|
Aqua Metals Inc AQMS
Common Stock
|
2022-12-23 | Buy | 70,813 | $0.71 | 50,277 |
|
Lazydays Holdings Inc LAZY
Common Stock, par value $0.0001
|
2022-12-05 | Sell | 13,518 | $13.46 | 181,952 |
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Lazydays Holdings Inc LAZY
Common Stock, par value $0.0001
|
2022-12-05 | Sell | 107,000 | $13.46 | 1,440,220 |
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Lazydays Holdings Inc LAZY
Common Stock, par value $0.0001
|
2022-11-29 | Sell | 6,699 | $17.07 | 114,352 |
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Lazydays Holdings Inc LAZY
Common Stock, par value $0.0001
|
2022-11-22 | Sell | 900 | $14.04 | 12,636 |
| showing 20 of 200 most recent transactions | |||||
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394.5 M | |
|
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