Kanen Wealth Management LLC

https://www.linkedin.com/in/david-kanen-5270a268 PARKLAND, FL Investment Advisor How do I update this listing?

Kanen Wealth Management is based out of Parkland. Kanen Wealth Management is a large advisory firm with 178 clients and discretionary assets under management (AUM) of $109,117,323 (Form ADV from 2019-09-02). Whalewisdom has at least 10 13D filings

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Contact Info

kanen wealth management llc
10141 SWEET BAY COURT
PARKLAND FL    33076

Business Phone: 631-863-3100
SEC SIC CODE:
5812-RETAIL-EATING PLACES
Current 13D/G Holdings
Stock Sector Shares Held Market Value Rank Source Source Date
Data I/O Corp. (DAIO) INFORMATION TECHNOLOGY 2,173,483 12,062,830.65 1 13D 2016-08-16
ONE Group Hospitality Inc (STKS) CONSUMER DISCRETIONARY 4,008,116 11,222,724.80 2 13D 2017-11-15
magicJack VocalTec Ltd (CALL) INFORMATION TECHNOLOGY 1,109,164 9,616,451.88 3 13D 2017-01-31
RTW Retailwinds Inc (RTW) CONSUMER DISCRETIONARY 4,017,399 5,503,836.63 4 13D 2017-07-31

View Last Form Adv Compilation Report on Record

KANEN WEALTH MANAGEMENT LLC
5850 CORAL RIDGE DRIVE SUITE 309
CORAL SPRINGS FL    33076-3308
Country: United States

Business Phone: 631-863-3100
Fax: 631-898-6534
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 3
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 0
Total Number of Clients: 178
Amount of client funds and securities by related persons: 2,350
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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KANEN WEALTH MANAGEMENT LLC

ownership team - last updated 2019-09-02
Name Title Start Date Direct/Indirect % Ownership
KANEN, DAVID, LAWRENCE MEMBER/CHIEF COMPLIANCE OFFICER 02/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
KANEN WEALTH MANAGEMENT LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PHILOTIMO FUND, LP United States 805-4853588366 Hedge Fund 19,226,922 250,000

KANEN WEALTH MANAGEMENT LLC

ownership team - last updated 2019-06-20
Name Title Start Date Direct/Indirect % Ownership
KANEN, DAVID, LAWRENCE MEMBER/CHIEF COMPLIANCE OFFICER 02/01/2016 Direct 75% or more
Fund Name Position direct/indirect start date end date
KANEN WEALTH MANAGEMENT LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
PHILOTIMO FUND, LP United States 805-4853588366 Hedge Fund 19,226,922 250,000

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