KENDALL INVESTMENTS, LLC
Adviser information for KENDALL INVESTMENTS, LLC last updated from Form ADV on March 29th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
6 UNIVERSITY RD.CAMBRIDGE
MA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 617-374-3707, Fax: 618-374-3733
Websites
Chief Compliance Officer
KEN LEHMAN
6 UNIVERSITY RD
CAMBRIDGE
MA
United States
Tel:
6173743707
K******@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PEAF CTX, L.P. | Venture Capital Fund | $0.1M | $0.0M | 4 |
| PEAF OPPORTUNITIES, L.P. | Private Equity Fund | $12.7M | $0.0M | 15 |
| PEAF V, L.P. | Private Equity Fund | $9.8M | $0.0M | 32 |
| PRIVATE EQUITY ACCESS FUND I, LLC | Private Equity Fund | $0.8M | $0.0M | 1 |
| PRIVATE EQUITY ACCESS FUND II, LLC | Private Equity Fund | $1.0M | $1.3M | 21 |
| PRIVATE EQUITY ACCESS FUND III, L.P. | Private Equity Fund | $8.4M | $0.1M | 79 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEHMAN, KENNETH, MICHAEL | Individual | – | MANAGING DIRECTOR | 07/2004 | > 75% |