Davidson Kempner Capital Management
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2258 of mapped providers
Assets under administration$5.4B0.0%Market share · rank #1852
Fees received$850,547Median $91,538/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Davidson Kempner Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Davidson Kempner Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 5 | $157,458 | |
Accounting (including auditing)Code 10 | 1 | $8,708 |
Competitor overlap
Percent of Davidson Kempner Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Davidson Kempner Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Davidson Kempner Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-NJ · 223095464-001 | TINEO GUILLERMO | $250M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $390,508 | 2y | - |
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $268,255 | 5y | - |
PIPEFITTERS LOCAL UNION NO.537MA · 042760802-002 | $785M | 3,374 | $157,458 | 5y | - |
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | $392M | 2,840 | $0 | 4y | - |
BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENIA · 426498549-001 | $42M | 576 | $8,708 | 10y | - |
NEW YORK CITY BALLET, INC.NY · 132947386-001 | $14M | 119 | $25,618 | 4y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into Davidson Kempner Capital Management.
- BRADLEY HAUGE, CPA
- DAVIDSON KEMPNER
- DAVIDSON KEMPNER CAPITAL MANAGEMENT
- DAVIDSON KEMPNER CAPITAL MGMT LP
- DAVIDSON KEMPNER LT DISTRESSED OPP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Davidson Kempner Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Davidson Kempner Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Davidson Kempner Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Cohen Weiss & Simon LLP | 1 | 16.7% |
| FOX ROTHSCHILD LLP | 1 | 16.7% |
| Krakow & Souris LLC | 1 | 16.7% |
| Lipsitz Green Scime Cambria LLP | 1 | 16.7% |
| LOCKE LORD LLP | 1 | 16.7% |
| O'Donoghue & O'Donoghue LLP | 1 | 16.7% |
| Proskauer Rose LLP | 1 | 16.7% |