SEC-Registered Investment Adviser
Kanen Wealth Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 22, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- July 22, 2019
- Principal office
- 6810 Lyons Technology Circle, Suite 160, Coconut Creek, FL 33073
- Organized as
- Limited Liability Company, FL
- Fiscal year end
- December
- Other offices
- 1
Scale
- Regulatory AUM
- $404.6M
- Discretionary / non-discretionary
- $400.6M / $4.0M
- Accounts
- 455
- Clients
- 1
- Employees
- 5, 3 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $197.4M
- Fund types
- 3 hedge funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $82.0M reported sold across them
- Client assets in custody
- $91.8M (144 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and other advisory activities
- Compensated by
- a percentage of assets under management and performance-based fees
- Client types
- individuals (other than high net worth) (137); high net worth individuals (110); investment companies (1); pooled investment vehicles (3); charitable organizations (4)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
- SEC or CFTC order against the firm or an affiliate (Item 11C(4))
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
Form D activity of the funds this firm advises, by year
2 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from October 26, 2016 to June 20, 2025. Reported sold across them: $82.0M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2024 | 1 | $8.9M | 28 |
| 2016 | 1 | $73.1M | 84 |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.