KANEN WEALTH MANAGEMENT LLC

other names
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Adviser Profile
As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3 50.00%
Registration Florida, Terminated, 12/31/2019
Other registrations (6)
AUM* 340,923,069 13.25%
of that, discretionary 337,197,842 12.79%
Private Fund GAV* 147,796,009 34.23%
Avg Account Size 769,578 8.65%
% High Net Worth 40.24% 118.04%
SMA’s Yes
Private Funds 2 1
Contact Info 631 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
402M 344M 287M 229M 172M 115M 57M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$147,796,009

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