Kennicott Capital Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Kennicott Capital Management LLC
CRD #128947
SEC #801-121008
CIK #0001863265
AUM $323.7 M (2025-04-24)
Employees 2 (50% Investors, 0% Brokers)
Phone888-882-2721
Address
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4003202401608002011201620212026
Sector Form 13F Holdings Value ($M)
Roblox Corp 3.7
Apple Inc 2.9
Nvidia Corp 1.5
Doximity Inc 1.2
Amazon Com Inc 0.7
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002019202120232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 9 4.8
(b) Individuals (high net worth individuals) 44 314.9
(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 0.0
(h) Charitable organizations 0 0.0
(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 1 3.9
(n) Other 0 0.0
Total 212 323.7
By Discretionary
Discretionary 212 323.7
Non-Discretionary 0 0.0
Total 212 323.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 323.7
Total 212 323.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001863265]
Comparable Firms State AUM ($B)
Houlihan Financial Resource Group Ltd
VA 0.3
Perennial Advisors Group LLC
MA 0.3
Leeward Financial Partners LLC
0.3
Prudent Man Investment Management Inc
CO 0.3
All Terrain Financial Advisors LLC
MN 0.3
S & P Financial Inc
OR 0.3
AFT Forsyth & Sober LLC
FL 0.3
Shira Ridge Wealth Management
CA 0.3
Mindset Wealth Management LLC
IN 0.3
SFM LLC
NH 0.3
Terms | Privacy | Guide
tony@aum13f.com