Kanen Wealth Management is a fund manager in Coral Springs with $404.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
811101556
SEC advisor number
801-116998
FINRA CRD number
282746
AUM ?
$292.49 mm
(as of 27 Mar 24)
Accounts
454
(as of 27 Mar 24)
Employees
5
(2 investment advisory or research)
Address
Kanen Wealth Management
10141 SWEET BAY COURT
PARKLAND
FL 33076
10141 SWEET BAY COURT
PARKLAND
FL 33076
Phone
631-863-3100
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Kanen Wealth Management LLC | $404.32 mm | |
Philotimo Fund, LP | $150.54 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
4
David Kanen
19 Mar 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
4
David Kanen
26 Oct 23
3
David Kanen
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
4
David Kanen
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
4
David Kanen
17 Jan 23
3
David Kanen
17 Jan 23
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
19 Mar 24 | Kanen David | Class A Common Stock, par value $0.0001 | Buy | Acquire P | Yes | No | 4.1929 | 7,103 | 29.78 k | 393,975 |
18 Mar 24 | Kanen David | Class A Common Stock, par value $0.0001 | Buy | Acquire P | Yes | No | 4.2133 | 73,733 | 310.66 k | 386,872 |
15 Mar 24 | Kanen David | Class A Common Stock, par value $0.0001 | Buy | Acquire P | Yes | No | 3.7532 | 191,585 | 719.06 k | 313,139 |
17 Oct 23 | Kanen David | Class A Common Stock, par value $0.0001 | Buy | Acquire P | Yes | No | 2.35 | 35,000 | 82.25 k | 342,680 |
17 Oct 23 | Kanen David | Class A Common Stock, par value $0.0001 | Buy | Acquire P | Yes | No | 2.35 | 75,000 | 176.25 k | 1,239,020 |
2 May 23 | Kanen David | Common Stock, par value $0.0001 | Acquire X | Yes | No | 1.63 | 125,000 | 203.75 k | 1,970,000 | |
2 May 23 | Kanen David | Warrants Common Stock, par value $0.0001 | Dispose X | Yes | No | 1.63 | 125,000 | 203.75 k | 0 | |
23 Dec 22 | Kanen David | Common Stock | Buy | Acquire P | Yes | No | 0.71 | 70,813 | 50.28 k | 70,813 |
23 Dec 22 | Kanen David | Common Stock | Buy | Acquire P | Yes | No | 0.71 | 212,437 | 150.83 k | 212,437 |