Kennedy Wilson Advisers, Inc. (Beverly Hills)

Name: Kennedy Wilson Advisers, Inc.
Address: 9601 Wilshire Blvd., Beverly Hills, CA, 90210
Telephone: 310-887-6400

Kennedy Wilson Advisers, Inc. is a large advisory firm based in Beverly Hills. It manages $754 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Kennedy Wilson Advisers provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kennedy Wilson Advisers: assets under management

The assets under management (AUM) of Kennedy Wilson Advisers, Inc. is $754 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $153 million in discretionary accounts and $601 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $75.13 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kennedy Wilson Advisers, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kennedy Wilson Advisers, Inc.

Barry Schlesinger has been acting as President since 1 Dec 2001. Inc. Kennedy Wilson joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Freeman A. Lyle	C.f.o.	1 Nov 2001	50% - 75%	4484889
Inc. Kennedy Wilson	Shareholder	1 Dec 2001	75% - 100%	95-4364537
Barry Schlesinger	President	1 Dec 2001	Other	1552896
William J Mcmorrow	Chairman of the board	1 Dec 2001	Other	4486254

Based in Beverly Hills

The principal office where Kennedy Wilson Advisers, Inc. performs its advisory services is located at 9601 Wilshire Blvd., Beverly Hills, CA 90210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-887-6400 or by fax 310-887-3420. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.kennedywilson.com.