KENNEY INVESTMENTS INC

Adviser information for KENNEY INVESTMENTS INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 26 $227.2M
Non-Discretionary 8 $56.3M
Total 34 $283.5M

Clients

Type Number RAUM
Individuals <5 $1.6M
HNW Individuals 32 $280.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $1.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 34
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-35528
SEC ERA File Number 801-35528
SEC CIK Numbers None
SEC CRD Numbers 105665
Legal Entity Identifier None

Principal Office

ONE NORTHFIELD PLAZA, STE 505
NORTHFIELD
IL
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 847-441-2642, Fax: 847-441-1898

Chief Compliance Officer

KENNEY, GREG H
PRESIDENT
1 NORTHFIELD PLAZA, SUITE 505
NORTHFIELD
IL
United States
Tel: 847-441-2640
Fax: 847-441-1898
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KENNEY, BRIAN, ROBERT Individual CHIEF INVESTMENT OFFICER 09/1989 25-50%
KENNEY, GREG, HOWARD Individual PRESIDENT AND CHIEF COMPLIANCE OFFICER 09/1989 50-75%

No. Employees, Historic

10502020202120222023202420252 on 4/1/20202 on 6/30/20202 on 3/30/20212 on 3/30/20212 on 3/16/20222 on 3/29/20232 on 3/28/2024

RAUM, Historic

400M200M0202020212022202320242025199789935 on 4/1/2020199789935 on 6/30/2020240269480 on 3/30/2021240269480 on 3/30/2021306359702 on 3/16/2022259496731 on 3/29/2023283540865 on 3/28/2024

No. Clients, Historic

4020020202021202220232024202536 on 4/1/202036 on 6/30/202033 on 3/30/202133 on 3/30/202129 on 3/16/202229 on 3/29/202332 on 3/28/2024