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| Kennedy Capital Management LLC
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|---|---|
| CRD # | 105834 |
| SEC # | 801-15323 |
| CIK # | 0000884589 |
| AUM | $5.0 B (2026-05-21) |
| Employees | 43 (47% Investors, 5% Brokers) |
| Phone | 314-432-0400 |
| Address | 10829 Olive Blvd St Louis, MO 63141-7739 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Valmont Industries Inc | 0.1 | ||
| QCR Holdings Inc | 0.1 | ||
| Mercury Computer Systems Inc | 0.0 | ||
| Chefs' Warehouse Inc | 0.0 | ||
| Globus Medical Inc | 0.0 | ||
| HF Sinclair Corp | 0.0 | ||
| Ichor Holdings Ltd | 0.0 | ||
| Fuller H B Co | 0.0 | ||
| Gates Industrial Corp PLC | 0.0 | ||
| Stifel Financial Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | KCM Mid Cap Value Fund LLC | [2012-03-29] | 0.2 | 1.2 |
| Other | KCM Small Cap Core Fund LLC | [2012-03-29] | 0.0 | 1.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 92 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 1.6 |
| (g) Pension and profit sharing plans | 9 | 0.3 |
| (h) Charitable organizations | 18 | 0.5 |
| (i) State or municipal government entities | 23 | 1.6 |
| (j) Other investment advisers | 7 | 0.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.4 |
| (n) Other | 16 | 0.0 |
| Total | 213 | 5.0 |
| By Discretionary | ||
| Discretionary | 207 | 4.9 |
| Non-Discretionary | 6 | 0.1 |
| Total | 213 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 4.0 | |
| Total | 213 | 5.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2026 | |
|---|---|---|---|---|
| Niraj Shah | 16 | |||
| Matthew Scanlan | 15 | |||
| James Boyne | 12 | |||
| Richard Oliver | 23 | |||
| Robert Karn III | 17 | |||
| Stephen Mace | 15 | |||
| Don Cobin | 15 | |||
| Richard Sinise | 14 | |||
| Frank Latuda Jr | 10 | |||
| Samuel Dekinder | 10 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000884589] | |
| D | [0000884589] | |
| SC 13G | [0000884589] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisor OS LLC
✚
|
IL | 5.1 |
|
New England Private Wealth Advisors LLC
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|
MA | 5.1 |
|
First Foundation Advisors
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CA | 5.1 |
|
Oberweis Asset Management Inc
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|
IL | 5.1 |
|
Wellspring Financial Advisors LLC
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|
OH | 5.1 |
|
Daymark Wealth Partners LLC
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|
OH | 5.0 |
|
Coastal Bridge Advisors LLC
✚
|
CT | 5.0 |
|
Advance Capital Management Inc
✚
|
MI | 5.0 |
|
Slavic Mutual Funds Management Corp
✚
|
FL | 5.0 |
|
Destination Wealth Management
✚
|
CA | 4.9 |