KENNEDY CAPITAL MANAGEMENT
30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #1506 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2162
Fees received$1MMedian $161,329/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 KENNEDY CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where KENNEDY 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 directly by planCode 28 | 6 | $247,880 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of KENNEDY 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 KENNEDY CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | KH PRINT SOLUTIONS | $180M |
Plans lost in 2024
Appeared last year under KENNEDY CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
DICK ANDERSON CONSTRUCTION, INC.MT · 810380463-001 | KCOE ISOM, LLP | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $161,329 | 5y | - |
AMERIPRISE FINANCIAL, INC.MN · 133180631-002 | $881M | 9,405 | $334,430 | 9y | - |
GROUP HEALTH PLAN, INC.MN · 410797853-001 | $819M | 3,740 | $397,027 | 9y | - |
TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUNDMO · 430759836-001 | $818M | 5,866 | $378,277 | 10y | - |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | $180M | 4,798 | $37,116 | 1y | - |
TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC.LA · 720956036-001 | $180M | 1,568 | $68,625 | 10y | - |
BOARD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUNDNY · 516129775-001 | $54M | 886 | $0 | 4y | - |
Flag exposure
85.7%Market: 89.2%
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 (30)
Raw Schedule C names collapsed into KENNEDY CAPITAL MANAGEMENT.
- KENNEDY
- KENNEDY & COE, LLC
- KENNEDY & COE, LLC.
- KENNEDY & RAND CONSULTING, INC.
- KENNEDY ASSET MANAGEMENT
- KENNEDY CAPITAL MANAGEMENT
- KENNEDY CAPITAL MANAGEMENT INC
- KENNEDY CAPITAL MANAGEMENT INC.
- KENNEDY CAPITAL MANAGEMENT LLC
- KENNEDY CAPITAL MANAGEMENT, INC
- KENNEDY CAPITAL MANAGEMENT, INC.
- KENNEDY CAPITAL MGMT, INC.
- KENNEDY HOSPITAL
- KENNEDY JENNIK & MURRAY
- KENNEDY JENNIK & MURRAY PC
- KENNEDY LEWIS MANAGEMENT LP
- KENNEDY, JENIK AND MURRAY, PC
- KENNEDY, JENNICK & MURRAY, PC
- KENNEDY, JENNICK, MURRAY
- KENNEDY, JENNIK & MUARRY, P.C.
- KENNEDY, JENNIK & MURRAY
- KENNEDY, JENNIK & MURRAY P.C.
- KENNEDY, JENNIK & MURRAY PC
- KENNEDY, JENNIK & MURRAY, P.C.
- KENNEDY, JENNIK & MURRAY, PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 KENNEDY 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 KENNEDY 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