Kensico Capital Management Corp. (Greenwich)
Kensico Capital Management Corp. is a large advisory firm based in Greenwich. It manages $8.19 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.
Kensico Capital Management Corp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Kensico Capital Management Corp: assets under management
The assets under management (AUM) of Kensico Capital Management Corp. is $8.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and $3.35 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Kensico Capital Management Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Michael Bernard Lowenstein serves?
The only and largest group of clients of Michael Bernard Lowenstein is pooled investment vehicles with 6 clients and $8.19 billion of assets under management. Among the 10 most similar advisory firms, Kensico Capital Management Corp has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.19 billion for 6 clients. 67% of the firm’s clients are foreign persons or businesses.
Kensico Capital Management Corp also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons is $20,000,000 for each fund.
Careers at Kensico Capital Management Corp.
The company employs 31 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Bernard Lowenstein has been acting as President since 1 Jan 2000. James A. Conner joined the executive team most recently as the Cfo.
Direct owners and executive officers
Based in Greenwich
The principal office where Kensico Capital Management Corp. performs its advisory services is located at 55 Railroad Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-862-5800 or by fax 203-862-5801. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at kensicocapital.com.
Registered investment advisers similar to Kensico Capital Management Corp.
- Systematica Investments Services Limited
- Crestview Advisors, L.L.C
- Intercontinental Real Estate Corporation
- Goldman Sachs Asset Management Australia Pty
- Colony Capital Investment Advisors
- Baker Street Advisors
- Evergreen Investment Advisors
- Ieq Capital
- The London Company Of Virginia
- Petercam Institutional Asset Management
- Ddj Capital Management
- Sbc Financial Services
- Fsc Securities Corporation
- Hussman Econometrics Advisors
- Integrity Capital