Kennedy Lewis Capital Holdings Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 1
- Avg AUM / client
- $1.2B
- Accounts
- 1
- Employees
- 144
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $1.2B | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chene, David, Kennedy | Manager | Jan 2017 (10y) | GP / trustee / elected manager of Kennedy Lewis Investment Management Llc (indirect) | |
| Richman, Darren, Lewis | Manager | Jan 2017 (10y) | GP / trustee / elected manager of Kennedy Lewis Investment Management Llc (indirect) | |
| Pasqua, Anthony, Frank | Manager, Cfo/Coo | Nov 2017 (9y) | Less than 5% | |
| Logigian, Douglas, Tate | Manager | Jun 2020 (6y) | Less than 5% | |
| Presa, Rachel, Jade | Chief Compliance Officer, Vp And Secretary | Feb 2022 (5y) | Less than 5% | |
| Casariego, David | Manager | Jun 2023 (3y) | Less than 5% | |
| Didden, James, Matthew | Manager | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kennedy Lewis Investment Management Llc | Owner | Feb 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗