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| Happy Holidays!! thanks for using AUM13F!! |
| Kanen Wealth Management LLC
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| CRD # | 282746 |
| SEC # | 801-116998 |
| CIK # | 0001681614 |
| AUM | $340.9 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 631-863-3100 |
| Address | 6810 Lyons Technology Circle Coconut Creek, FL 33073 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001681614 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Allot Communications Ltd | 0.0 | ||
| Barnes & Noble Education Inc | 0.0 | ||
| Compass Inc | 0.0 | ||
| Therealreal Inc | 0.0 | ||
| Hydra Industries Acquisition Corp | 0.0 | ||
| Committed Capital Acquisition Corp | 0.0 | ||
| Egain Communications Corp | 0.0 | ||
| Eldorado Resorts Inc | 0.0 | ||
| EZCORP Inc | 0.0 | ||
| Retrospettiva Inc | 0.0 | ||
| Natuzzi S P A | 0.0 | ||
| Immersion Corp | 0.0 | ||
| Quipt Home Medical Corp | 0.0 | ||
| Data I/O Corp | 0.0 | ||
| Marchex Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Rosewind Corp | 0.0 | ||
| U S Global Investors Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Philotimo SPV I LP | [2025-03-28] | 8.9 | 14.3 |
| HF | Philotimo Fund LP | [2019-06-20] | 73.1 | 133.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 12.0 |
| (b) Individuals (high net worth individuals) | 101 | 69.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 111.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 147.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.7 |
| (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 | 443 | 340.9 |
| By Discretionary | ||
| Discretionary | 441 | 337.2 |
| Non-Discretionary | 2 | 3.7 |
| Total | 443 | 340.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 340.9 | |
| Total | 443 | 340.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Kanen | 3 | ||
| Kanen Wealth Management LLC | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001681614] | |
| 3 | [0001681614] | |
| 4 | [0001681614] | |
| 5 | [0001681614] | |
| SC 13D | [0001681614] | |
| SC 13G | [0001681614] |
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