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| Kanen Wealth Management LLC
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|---|---|
| CRD # | 282746 |
| SEC # | 801-116998 |
| CIK # | |
| 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] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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