KENNEDY CAPITAL MANAGEMENT LLC
DBA: KENNEDY CAPITAL MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.02B |
| Discretionary | $4.88B97% of AUM |
| Non-Discretionary | $136.0M |
| Client Accounts | 213 |
| Avg Account Size | $23.6M |
| Employees | 43 |
| Peak AUM | $6.00BMar 2017 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.0B | +2.7% | +9.9% | +1.9% | |
| Discretionary AUM | $4.9B | ||||
Key Metrics
| Total AUM | $5.02B |
| Discretionary | $4.88B |
| Employees | 43 |
| Client Accounts | 213 |
| Client Range | 0 |
Contact & Location
Address
10829 OLIVE BLVD
ST LOUIS MO 63141-7739
Phone
314-432-0400
Filing History
110 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.9B
97.3% of AUM
Non-Discretionary
$136M
2.7% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm