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KENNEDY LEWIS CAPITAL HOLDINGS LLC

NEW YORK, NY · CRD 324025 · IAPD ↗ · klimllc.com · 212-782-3480

$1.16BRegulatory AUM
42Advisory reps
144Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — KENNEDY LEWIS CAPITAL HOLDINGS LLC crossed $1B in regulatory AUM ($869.6M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2025 — KENNEDY LEWIS CAPITAL HOLDINGS LLC crossed $500M in regulatory AUM ($454.3M -> $869.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — KENNEDY LEWIS CAPITAL HOLDINGS LLC grew from 36 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2024 — KENNEDY LEWIS CAPITAL HOLDINGS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — KENNEDY LEWIS CAPITAL HOLDINGS LLC reported RAUM up 213% ($145.3M -> $454.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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