Kennedy Capital Management
Assets Under Management
$4.9B
Number of Clients
206
Number of Advisors
14
Average Client AUM
$23.7M
AUM per Advisor
$348.9M
Compensation
Fee-Only (AUM)
About This Firm
Kennedy Capital Management LLC (KCM) offers investment management services, primarily investing in domestic equity securities. They employ a bottom-up stock-picking strategy, focusing on undervalued securities with long-term growth potential. KCM also provides sub-advisory services and manages affiliated mutual funds and collective investment trusts. KCM does not consider their services to be financial planning.
Fee Structure
KCM's advisory fees are negotiable and generally based on a percentage of assets under management. Fees are calculated and paid quarterly, in advance or arrears. The specific calculation method is detailed in each client's investment advisory agreement. KCM has an arrangement with a wealth manager in which their clients investing in the Micro Cap Opportunities strategy will receive a lower fee rate than the fee stated in this brochure.
Areas of Practice
Location
10829 Olive Blvd, St Louis, MO, 63141-7739