The KANEN WEALTH MANAGEMENT is a privately held investment adviser that advises $414.44mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. KANEN WEALTH MANAGEMENT is a Public/Private Fund Assets increased by 116.06% over the last 5-years.
The Group has been registered with the SEC for 7.03 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 6810 LYONS TECHNOLOGY CIRCLE SUITE 160, COCONUT CREEK, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 150% over the last 5-years.
Their $414.44mn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 4 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $197.39mn or 47.63% of Total Assets and Investment Companies (IC) own $131.9mn or 31.83% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 59.94% and 40.06% of total assets, respectively.
They advise 5 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
KANEN WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.