| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Philotimo Fund, LP | Hedge | $133.5M | $250K |
| Philotimo SPV I, LP | Hedge | $14.3M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lawrence Kanen Control | Member/Chief Compliance Officer | Over 75% | 2016 |
Kanen Wealth Management LLC reports $340.9 million in regulatory assets under management on its Form ADV.
Kanen Wealth Management LLC manages 2 private funds with combined gross assets of $147.8 million.
Kanen Wealth Management LLC reports 5 employees.
Kanen Wealth Management LLC is based in Coconut Creek, FL and has been SEC-registered since 2019.
Kanen Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $337.2M |
| Non-discretionary | $3.7M |
| Total (RAUM) | $340.9M |