Investment adviser · CRD 282746
KANEN WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
COCONUT CREEK, FL, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $405M Form ADV · Item 5.F
- Client accounts
- 455 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $197,386,704 | 48.8% |
| Investment companies | 1 | $122,067,415 | 30.2% |
| High-net-worth individuals | 110 | $71,707,306 | 17.7% |
| Individuals | 137 | $11,039,319 | 2.7% |
| Charities | 4 | $2,410,959 | 0.6% |
Filing source
Form ADV 2107842 · May 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PHILOTIMO FUND, LPHedge Fund · Last reported May 22, 2026$168MGross asset value
Form D fundraising filings
Feeder funds
- PHILOTIMO FUND LTD
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
PERSHING LLC
SEC 8-17574
M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558
Fund details & source
- Fund ID
- 805-4853588366
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-273232
Form ADV 2107842 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PHILOTIMO SPV I, LPHedge Fund · Last reported May 22, 2026$25.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
PERSHING LLC
SEC 8-17574
M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558
Fund details & source
- Fund ID
- 805-8509848933
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-503305
Form ADV 2107842 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PHILOTIMO SPV II, LPHedge Fund · Last reported May 22, 2026$3.55MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
PERSHING LLC
SEC 8-17574
M. S. HOWELLS & CO.
CRD 104100 · SEC 8-52558
Fund details & source
- Fund ID
- 805-4828891885
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-503305
Form ADV 2107842 · May 22, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 22, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
6810 LYONS TECHNOLOGY CIRCLE, SUITE 160COCONUT CREEK, FL, 33073, United States
CRD 282746
Filing source
Form ADV 2107842 · May 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.