{"url":"https://nivawealth.com/firms/kennedy-lewis-management-290399","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290399","regulatoryAum":11536179487,"crd":"290399","secFileNumber":"801-112622","legalName":"Kennedy Lewis Management LP","displayName":"Kennedy Lewis Management","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"225 Liberty Street, Suite 4210","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10281"},"tradeNames":["Kennedy Lewis Investment Management LLC"],"registration":{"secApproved":"15 March 2018","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":144,"advisory":42,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":11536179487,"discretionaryAccounts":25,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":38,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":25,"regulatoryAum":11536179487}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Kennedy Lewis Management has custody of $8.68B for 25 clients.","otherCustodians":[],"leadership":[{"name":"Martin Towey","title":"Chief Compliance Officer","crd":"6020071"},{"name":"David Chene","title":"Limited Partner","crd":"4429425"},{"name":"Douglas Logigian","title":"Limited Partner","crd":"4699704"},{"name":"Anthony Pasqua","title":"CFO/COO","crd":"4223643"},{"name":"Darren Richman","title":"Limited Partner","crd":"4064576"}],"ownership":[{"label":"Darren Richman","detail":"Limited partner in the 10% to 25% ownership band and a control person, since September 2017."},{"label":"David Chene","detail":"Limited partner in the 10% to 25% ownership band and a control person, since September 2017."},{"label":"Douglas Logigian","detail":"Limited partner in the 5% to 10% ownership band and a control person, since July 2020."},{"label":"Endurance Management Vehicle, LLC","detail":"Limited partner in the 5% to 10% ownership band, since April 2024."},{"label":"Endurance Investment Management Aggregator, LLC","detail":"Limited partner in the 10% to 25% ownership band, since April 2024."},{"label":"PHP De 1 LP","detail":"Limited partner in the 5% to 10% ownership band, since April 2024."},{"label":"PH IV Advisors LLC","detail":"Indirect owner: managing member of Petershill IV LLC and a control person, since August 2019.","parent":"Petershill IV LLC"},{"label":"Kennedy Lewis Investment Management LLC","detail":"Indirect owner: a member of KLM GP LLC in the 75% or more band and a control person, since September 2017.","parent":"KLM GP LLC"},{"label":"Petershill IV LLC","detail":"Indirect owner: a managing member of Endurance Management Vehicle, LLC in the 75% or more band and a control person, since April 2024.","parent":"Endurance Management Vehicle, LLC"},{"label":"Endurance Investment Management Blocker, Inc.","detail":"Indirect owner: a managing member of Endurance Investment Management Aggregator, LLC in the 75% or more band and a control person, since April 2024.","parent":"Endurance Investment Management Aggregator, LLC"},{"label":"Petershill IV Offshore SCSP","detail":"Indirect owner: a shareholder of Endurance Investment Management Blocker, Inc. in the 75% or more band and a control person, since April 2024.","parent":"Endurance Investment Management Blocker, Inc."},{"label":"PH IV Offshore Advisors, S.a R.L.","detail":"Indirect owner: general partner of Petershill IV Offshore SCSP and a control person, since September 2019.","parent":"Petershill IV Offshore SCSP"},{"label":"Petershill Partners, Inc.","detail":"Indirect owner: a general partner of PHP De 1 LP in the 75% or more band and a control person, since January 2024.","parent":"PHP De 1 LP"},{"label":"Petershill Partners PLC","detail":"Indirect owner: a shareholder of Petershill Partners, Inc. in the 75% or more band and a control person, since September 2021.","parent":"Petershill Partners, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":4,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"6900 E. Camelback Road","city":"Scottsdale"}]},{"state":"Florida","offices":1,"addresses":[{"street":"600 Brickell Ave","city":"Miami"}]},{"state":"New York","offices":1,"addresses":[{"street":"225 Liberty Street, Suite 4210","city":"New York","headquarters":true}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1140 Virginia Drive","city":"Fort Washington"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-782-3480","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":19},"sources":{"adv1FilingDate":"24 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290399/PDF/290399.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kennedy Lewis Management have?","answer":"Kennedy Lewis Management has 25 clients and manages $11.5 billion for them, as of April 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kennedy Lewis Management offer?","answer":"Kennedy Lewis Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Kennedy Lewis Management have?","answer":"Kennedy Lewis Management has 0 investment adviser representatives registered with state securities authorities, out of 144 employees, and 42 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kennedy Lewis Management?","answer":"Kennedy Lewis Management is owned through a chain of holding companies by Petershill Partners PLC. Its direct owners are Darren Richman (10% to 25%), David Chene (10% to 25%), Douglas Logigian (5% to 10%), Endurance Management Vehicle, LLC (5% to 10%), Endurance Investment Management Aggregator, LLC (10% to 25%), PHP De 1 LP (5% to 10%) and Kennedy Lewis Investment Management LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kennedy Lewis Management get paid?","answer":"Kennedy Lewis Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}