KANEN WEALTH MANAGEMENT LLC

other names
  • KANEN WEALTH MANAGEMENT LLC

Adviser Profile
As of Date 04/01/2026
ADV Location COCONUT CREEK, FL, United States
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3 50%
Registration SEC, Approved, 07/22/2019
Other registrations (6)
AUM* 404,611,703 14%
of that, discretionary 400,603,544 38%
Private Fund GAV* 147,796,009
Avg Account Size 889,256 38%
% High Net Worth 43.14% 73%
SMA’s Yes
Private Funds 3 2
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$197,386,704

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