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Kennedy Associates Real Estate Counsel Inc (Seattle)


Kennedy Associates Real Estate Counsel Inc is a large advisory firm based in Seattle. It manages $7.9 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

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Kennedy Associates Real Estate Counsel provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kennedy Associates Real Estate Counsel: assets under management

The assets under management (AUM) of Kennedy Associates Real Estate Counsel Inc is $7.9 billion. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.43 billion in discretionary accounts and $473.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.06 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $67.66 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kennedy Associates Real Estate Counsel Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jim Clements Snyder President, director, stockholder 1 Mar 1978 50% - 75% 4374066
Ksdj Acquisition Company Owner 1 Sep 1991 75% - 100% 91-1570972
Jim Clements Snyder President, director 1 Sep 1991 75% - 100% 4374066
Bentall Management (U.S.) Limited Partnership Limited partner and member of general partner 1 Jun 2006 25% - 50% 20-5129348
Bentall Capital (U.S.) G.P. Llc General partner 1 Jun 2006 Other 20-5089882
Bentall Management (U.S.) G.P. Llc General partner 1 Jun 2006 Other 20-5089935
Gary Neil Whitelaw Member, manager 1 Jun 2006 75% - 100% 5210080
Bcimc (Ire Btkn Us) Investment Corporation Limited partner 1 Aug 2006 25% - 50% 68-0635051
Sitq Us Management Inc. Limited partner, member 1 Aug 2006 25% - 50% 98-0506454

Based in Seattle

The principal office where Kennedy Associates Real Estate Counsel Inc performs its advisory services is located at 2400 Financial Center, Seattle, WA 98161, 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 206-623-4739 or by fax 206-682-4769. The normal business hours are 8:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at kennedyusa.com.


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