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Kennedy
Kennedy is an SEC-registered investment adviser in New York, NY, since 2018. The firm manages $11.5 billion in regulatory assets. It has 144 employees and 42...
Kennedy
Kennedy is an SEC-registered investment adviser in New York, NY, since 2018. The firm manages $11.5 billion in regulatory assets. It has 144 employees and 42 investment advisers.
General information
Firm type
Asset Manager
Year founded
1980
Location
Region
North America
Country
United States
City
Indianapolis
Corporate office
Indianapolis, IN, United States
Sector focus
Frequently asked questions
Who leads investment decisions at Kennedy?
Publicly available information does not identify specific principals or portfolio managers at Kennedy. The firm's website provides no team or leadership biographies, making investment decision-makers unknown from published records.
What is Kennedy's investment strategy?
Based on the firm's website, Kennedy focuses on an ESG mutual fund, indicating a strategy that integrates environmental, social, and governance factors into security selection. The specific asset classes, sectors, and benchmarks used are not disclosed (per firm website).
Is Kennedy affiliated with a larger financial institution?
No public records indicate that Kennedy is part of a larger financial group or family office. It appears to operate as an independent asset manager based in Indianapolis.
How large is Kennedy's AUM?
Kennedy does not publicly disclose its assets under management. The AUM band is listed as Undisclosed due to lack of verifiable data.
Does Kennedy offer mutual funds beyond ESG?
The firm's public website only references an ESG mutual fund. There is no evidence from public sources that Kennedy manages additional funds or strategies.
Where does the wealth managed by Kennedy originate?
The origin of capital managed by Kennedy is not disclosed. The firm does not attribute its assets to any family, individual, or institution in public materials.
Is Kennedy a family office or a traditional asset manager?
Kennedy is classified as an asset manager based on its mutual fund offering. There is no public indication that it operates as a single-family or multi-family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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