Kennedy Capital Management is an independent investment advisory firm founded in 1980, specializing in domestic and foreign equity strategies across various market capitalizations, including micro-cap, small-cap, mid-cap, and all-cap equities. The firm primarily invests through fundamental, bottom-up stock selection, evaluating companies based on return on invested capital and long-term potential. Kennedy Capital Management serves a broad range of clients, including high-net-worth individuals, pension funds, endowments, trusts, and institutional investors. The firm operates as a registered investment advisor and manages client portfolios on a discretionary basis, while also providing model portfolios and sub-advisory services through various financial platforms and programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.25% |
| $30M+ | 1.00% |
Fees vary by investment strategy. The schedule shown reflects the Micro-Cap strategy. Other strategies have different breakpoints and fee percentages ranging from 0.55% to 1.25%.