Kerns Capital Management Inc
- Assets, Funds, Holdings
| Kerns Capital Management Inc
|
| CRD # | 110107 |
| SEC # | 801-57482 |
| CIK # | 0001536387 |
| AUM |
|
| Employees |
3 (33% Investors, 0% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 713-705-1438 |
| Address | 115 Memorial Parkview
Houston, TX 77024 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| HF |
KCM Opportunity Fund LLC |
[2017-12-11]
|
|
7.9 M |
|
Filed 2018-01-04 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000
|
| AUM Breakdown |
Accounts |
AUM ($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 |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Martin Kerns |
Executive Officer |
1 |
1 |
|
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Clients | 99 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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