Kennedy Lewis Capital Holdings LLC

Fee-Only (% of Portfolio)

Kennedy Lewis Capital Holdings is an investment advisor for Kennedy Lewis Capital Company, a business development company. Kennedy Lewis's investment strategy focuses on maximizing total return through current income and capital appreciation by investing primarily in debt or other debt-like securities of middle market companies. The firm also considers environmental, social, and governance factors in its investment decisions.

Assets Under Management$870M
Clients1
AdvisorsN/A
Avg. per Client$870M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Kennedy Lewis Capital Holdings manages investments for Kennedy Lewis Capital Company. The company pays Kennedy Lewis Capital Holdings a base management fee of 1.25% annually, calculated on the average net assets at the end of the two most recent quarters. Kennedy Lewis Capital Holdings also receives an incentive fee based on income and capital gains, as detailed in the client's governing documents.

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Kennedy Lewis Capital Holdings LLC | TrueAdvisor