Kerns Capital Management Inc

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Assets, Funds, Holdings

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Kerns Capital Management Inc
CRD #110107
SEC #801-57482
CIK #0001536387
AUM
Employees 3 (33% Investors, 0% Brokers)
Phone713-705-1438
Address115 Memorial Parkview
Houston, TX 77024
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF KCM Opportunity Fund LLC [2017-12-11] 0.0 7.9
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 71 21.8
(b) Individuals (high net worth individuals) 27 60.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 73.2
(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 0 0.0
(n) Other 0 0.0
Total 99 155.2
By Discretionary
Discretionary 99 155.2
Non-Discretionary 0 0.0
Total 99 155.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 155.2
Total 99 155.2
Form D Directors # Filings # Firms 2011 - 2025
Martin Kerns 1
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