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| Kendall Capital Management
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| |
|---|---|
| CRD # | 134740 |
| SEC # | 801-78634 |
| CIK # | 0001731372 |
| AUM | $519.8 MM (2024-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 301-838-9110 |
| Address | 2000 Tower Oaks Boulevard Rockville, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 10.4 | |
| VSEC | 465.8 | 8.8 | |
| OMC | 13,096.9 | 7.2 | |
| AVT | 4,187.6 | 6.1 | |
| KLAC | 49,261.0 | 5.8 | |
| ABBV | 269,466.6 | 5.6 | |
| CDW | 21,533.4 | 5.4 | |
| DELL | 36,192.0 | 5.0 | |
| EQH | 10,291.0 | 4.6 | |
| VCTR | 1,824.6 | 4.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 73.9 |
| (b) Individuals (high net worth individuals) | 166 | 442.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (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 | 1,440 | 519.8 |
| By Discretionary | ||
| Discretionary | 1,440 | 519.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,440 | 519.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 519.8 | |
| Total | 1,440 | 519.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731372] |
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|---|---|---|
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