Kanen Wealth Management LLC
● SEC registered since 2019CRD 282746SEC# 801-116998Coconut Creek, FL
Ranks #4,197 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$404.6M
Fund GAV
$197.4M
Private funds
3
Employees
5
Accounts
455
Location
Coconut Creek, FL
Kanen Wealth Management LLC assets under management
Kanen Wealth Management LLC operates as an SEC-registered investment adviser based in Coconut Creek, FL. The firm has been registered since 2019. It reports $404.6 million in regulatory assets under management and employs 5 people. Kanen Wealth Management LLC manages 3 private funds with combined gross assets of $197.4 million, including Philotimo Fund, LP. By regulatory assets, it ranks 4,197 of 6,004 private fund managers.
Kanen Wealth Management LLC private funds
3 funds · $197.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Philotimo Fund, LP | Hedge | $168.3M | $250K |
| Philotimo SPV I, LP | Hedge | $25.6M | $250K |
| Philotimo SPV II, LP | Hedge | $3.6M | $250K |
Kanen Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lawrence Kanen Control | Member/Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Kanen Wealth Management LLC manage?
Kanen Wealth Management LLC reports $404.6 million in regulatory assets under management on its Form ADV.
How many private funds does Kanen Wealth Management LLC manage?
Kanen Wealth Management LLC manages 3 private funds with combined gross assets of $197.4 million.
How many employees does Kanen Wealth Management LLC have?
Kanen Wealth Management LLC reports 5 employees.
Where is Kanen Wealth Management LLC located?
Kanen Wealth Management LLC is based in Coconut Creek, FL and has been SEC-registered since 2019.
Does Kanen Wealth Management LLC disclose fund performance?
Kanen Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL 33073 |
| Phone | 631-863-3100 |
| Fax | 631-863-3103 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$404.6M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$404.6Mregulatory AUM
Discretionary $400.6MNon-discretionary $4M
Service providers
Auditor
Prime broker
Custodian
Administrator