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Kendall Capital Management

● SEC registered since 2013CRD 134740SEC# 801-78634Rockville, MD
Export (members)
Reg. AUM
$604.1M
Employees
10
Accounts
1,415
Location
Rockville, MD

Kendall Capital Management assets under management

Kendall Capital Management is an SEC-registered investment adviser based in Rockville, MD. The firm has been registered since 2013. It reports $604.1 million in regulatory assets under management and employs 10 people.

Kendall Capital Management owners & executives

6 reported
NameTitleOwnershipSince
Brian Gibbon Mattox ControlChief Investment Officer & Chief Compliance OfficerUnder 5%2021
Carol Larissa Petrov ControlVice President & Senior Relationship ManagerUnder 5%2018
Clark Alan Kendall ControlPresident & Ceo10-25%2018
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Frequently asked questions

How much does Kendall Capital Management manage?

Kendall Capital Management reports $604.1 million in regulatory assets under management on its Form ADV.

How many employees does Kendall Capital Management have?

Kendall Capital Management reports 10 employees.

Where is Kendall Capital Management located?

Kendall Capital Management is based in Rockville, MD and has been SEC-registered since 2013.

Does Kendall Capital Management disclose fund performance?

Kendall Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 Tower Oaks Boulevard, Suite 240, Rockville, MD 20852
Phone301-838-9110
Fax301-838-9113
Office hours9:00 a.m.- 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1731372
Discloses disciplinary historyNo

Assets under management

Discretionary$604.1M
Non-discretionary$0
Total (RAUM)$604.1M