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| Kennedy Capital Management LLC
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| |
|---|---|
| CRD # | 105834 |
| SEC # | 801-15323 |
| CIK # | 0000884589 |
| AUM | $4.8 BB (2024-03-28) |
| Employees | 43 (53% Investors, 7% Brokers) |
| Phone | 314-432-0400 |
| Address | 10829 Olive Blvd St Louis, MO 63141-7739 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SF | 6.2 | 0.1 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| B | 1.6 | 0.0 | |
| CR | 4.9 | 0.0 | |
| GMED | 5.9 | 0.0 | |
| WTFC | 5.0 | 0.0 | |
| HOMB | 4.3 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| GTES | 3.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | KCM Mid Cap Value Fund LLC | [2012-03-29] | 0.2 | 1.2 |
| Other | KCM Small Cap Core Fund LLC | [2012-03-29] | 6.3 | 1.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 58 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.7 |
| (g) Pension and profit sharing plans | 13 | 0.3 |
| (h) Charitable organizations | 20 | 0.2 |
| (i) State or municipal government entities | 22 | 1.6 |
| (j) Other investment advisers | 0 | 0.2 |
| (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 | 28 | 0.5 |
| (n) Other | 19 | 0.0 |
| Total | 173 | 3.7 |
| By Discretionary | ||
| Discretionary | 171 | 3.7 |
| Non-Discretionary | 2 | 0.0 |
| Total | 173 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 3.5 | |
| Total | 173 | 3.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Richard Oliver | 22 | |||
| Robert Karn III | 17 | |||
| Don Cobin | 15 | |||
| Stephen Mace | 15 | |||
| Richard Sinise | 14 | |||
| Samuel Dekinder | 10 | |||
| Frank Latuda Jr | 10 | |||
| John Hillhouse | 9 | |||
| Randall Kirkland | 8 | |||
| Kennedy Capital Management Inc | 6 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000884589] | |
| D | [0000884589] | |
| SC 13G | [0000884589] |
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|---|---|---|
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✚
|
CA | 4.9 |
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MT | 4.8 |
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