Overview
- Headquarters
- St Louis, MO
- Total Firm Assets
- $5.0 billion
- Average High-Net-Worth Client Portfolio Size
- $1.3 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: KENNEDY CAPITAL MANAGEMENT LLC MARCH 2025 (2025-03-31)
· View brochure text
Latest filing: KENNEDY CAPITAL MANAGEMENT LLC MARCH 2025 (2026-03-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $30,000,000 | 1.25% |
| $30,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $575,000 | 1.15% |
| $100 million | $1,075,000 | 1.08% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 2.39%
- Number of High-Net-Worth Clients
- 92
- Total Client Accounts
- 213
- Discretionary Accounts
- 207
- Non-Discretionary Accounts
- 6
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 105834
- KENNEDY CAPITAL MANAGEMENT LLC MARCH 2025 (2026-03-25) · View brochure text
- KENNEDY CAPITAL MANAGEMENT LLC MARCH 2025 (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗