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KENNEDY LEWIS LOAN MANAGEMENT LLC

NEW YORK, NY · CRD 316091 · IAPD ↗ · 212-782-3480

$9.42BRegulatory AUM
42Advisory reps
144Employees
0Clients
n/aPlanning clients
22Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
December 2025 — GENERATE ADVISORS, LLC is now doing business as KENNEDY LEWIS LOAN MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
54
April 2025 — GENERATE ADVISORS, LLC reported RAUM up 46% ($5.24B -> $7.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — GENERATE ADVISORS, LLC grew from 11 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — GENERATE ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.