Kennedy Lewis Loan Management LLC

New York, NY·SEC-registered · CRD #316091

Kennedy Lewis Loan Management LLC is an SEC-registered investment advisory firm in New York, NY managing $9.4B across 22 client accounts, with 42 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$9.4B

Client accounts

22

Advisory staff

42

Fee model

Fee-only

How Kennedy Lewis Loan Management LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.

% of assetsFee-only

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Common questions about Kennedy Lewis Loan Management LLC

How much does Kennedy Lewis Loan Management LLC manage?

Per its most recent SEC Form ADV filing (03/31/2026), Kennedy Lewis Loan Management LLC reports $9.4B in regulatory assets under management across roughly 22 client accounts.

How does Kennedy Lewis Loan Management LLC charge?

Kennedy Lewis Loan Management LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Kennedy Lewis Loan Management LLC a fiduciary?

Yes. Kennedy Lewis Loan Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #316091), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Kennedy Lewis Loan Management LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Kennedy Lewis Loan Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in New York, NY

Profile compiled from Kennedy Lewis Loan Management LLC's public SEC Form ADV filing (CRD #316091, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kennedy Lewis Loan Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Kennedy Lewis Loan Management LLC? Claim this profile.