Davidson Kempner Capital Management Lp
- Regulatory AUM
- $46.6B
- Discretionary
- $46.6B
- Clients
- 95
- Avg AUM / client
- $491M
- Accounts
- 95
- Employees
- 523
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 92 | $44.2B | 94.8% |
| Insurance companies | 3 | $2.4B | 5.22% |
Private funds (49)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $66.5B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pipefitters Union Local No. 537 Pension Fund Pipe & Refrigeration Fitters Local 537 | 2024 | |
| Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan Pipefitters Local Union No.537 | 2024 | |
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary Board Of Trustees Of The American Federation Of Musicians And Employe | 2024 |
People (18)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leviant, Shulamit, (Nmn) | Partner And General Counsel | Feb 2004 (23y) | Less than 5% | |
| Bastable, Conor, (Nmn) | Partner | Jan 2008 (19y) | 5% – 10% | |
| Blackwell, Morgan, Peter | Partner | Jan 2012 (15y) | Less than 5% | |
| Altschuler, Zachary, Zoll | Partner | Jan 2018 (9y) | Less than 5% | |
| Morris, Joshua, David | Partner | Jan 2018 (9y) | 5% – 10% | |
| Metviner, Perry, H | Co Chief Operating Officer; Chief Technology Officer | Jan 2019 (8y) | Less than 5% | |
| Sacks, Eric, Wade | Co Chief Operating Officer; Chief Financial Officer | Jan 2019 (8y) | Less than 5% | |
| Dennis, Patrick, Walsh | Co Deputy Managing Partner | Jan 2020 (7y) | 5% – 10% | |
| Gibbons, Suzanne, Katherine | Partner | Jan 2020 (7y) | Less than 5% | |
| Kempner, Thomas, Lenox | Limited Purpose Partner | Jan 2020 (7y) | 10% – 25% | |
| Schwartz, Gabriel, Thomas | Co Deputy Managing Partner | Jan 2020 (7y) | 5% – 10% | |
| Yoseloff, Anthony, Alexander | Managing Partner; Chief Investment Officer | Jan 2020 (7y) | ≈ 0% – 5% via Dkcm Gp Llc | |
| Friedman, Avram, Zev | Limited Purpose Partner | Jan 2021 (6y) | Less than 5% | |
| Epstein, Eric, Philip | Limited Purpose Partner | Dec 2023 (3y) | 10% – 25% | |
| Feldman, Gregory, Sean | Partner | Jan 2024 (3y) | Less than 5% | |
| Levine, Melanie, B | Partner | Jan 2024 (3y) | Less than 5% | |
| Li, James, Meisheng | Partner | Jan 2024 (3y) | Less than 5% | |
| Mcmillan, Alexander, Howe | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dkcm Gp Llc | General Partner Of Davidson Kempner Capital Management Lp | Jan 2014 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Yoseloff, Anthony, Alexander: 75% – 100% of Dkcm Gp Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (49, $66.5B gross assets)
Top 25 of 49 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | 2,372 | $962M | 03/01/2024 |
| Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | Pipefitters Local Union No.537 | 3,374 | $785M | 03/01/2024 |
| American Federation Of Musicians And Employers' Pension Fund And Subsidiary | Board Of Trustees Of The American Federation Of Musicians And Employe | 19,513 | $3.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 16.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: IN FEBRUARY 2015, DAVIDSON KEMPNER EUROPEAN PARTNERS, LLP SUBMITTED A NOTIFICATION OF THE EXIT OF A NET SHORT POSITION IN THE SHARES OF A SWEDISH ISSUER TO THE SFSA. DUE TO AN ADMINISTRATIVE ERROR, SUCH NOTIFICATION WAS FILED AFTER THE NOTIFICATION DEADLINE SPECIFIED IN THE EUROPEAN UNION SHORT SELLING REGULATION. Status: Final Sanction Detail: PENALTY FEE OF 100,000 SWEDISH KRONOR (APPROXIMATELY US $11,450) WAS PAID BY DAVIDSON KEMPNER EUROPEAN PARTNERS, LLP FOLLOWING THE ISSUANCE OF AN INVOICE BY THE SFSA. Summary: THE SFSA DECISION IS LEGALLY BINDING AS OF DECEMBER 7, 2015, AND DAVIDSON KEMPNER EUROPEAN PARTNERS, LLP PROMPTLY PAID THE PENALTY FEE UPON RECEIPT OF THE INVOICE BY THE SFSA.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $980M (2% of AUM) Apr 2026
- U.S. Bank $897M (2% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗