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Investment Firm
Overview
Kennedy Lewis investment strategy is to focus on event-driven situations in which a catalyst may unlock value independent of overall market movements. The fund will generally target middle market companies that are facing some form of disruption. These investments will typically be associated with companies that have unsustainable capital structures and/or lack access to traditional sources of capital. Through a rigorous deep fundamental credit approach, complemented by established sector views, the construction of the portfolio will concentrate on investments in sectors where capital can be deployed tactically to provide capital structure stability or at times fund growth. The fund’s investments tend to be highly structured, are often associated with complexity, have the presence of ample asset coverage and generally require a contrarian mindset.
Highlights
2017
Financial Services
11-50
12
8
3
Late Stage Venture, Early Stage Venture
Hedge Fund
Location
New York, New York, United States, North America
Contact Information
Social
Profile Resume
Kennedy Lewis Investment Management, established in 2017 and headquartered in New York, New York, United States, North America., specializes in Late Stage Venture, Early Stage Venture investments across Real Estate, Real Estate Brokerage, Commercial Real Estate, Residential, Financial Services, Venture Capital, Finance, FinTech, Cyber Security, Health Care. The organization boasts a portfolio of 12 investments, with an average round size of $86.8M and 3 successful exits. Their recent investments include Douglas Elliman Real Estate, Section 32, Triventures, TIME BioVentures, Mousse Partners. The highest investment round they participated in was $39.3B. Among their most notable exits are Douglas Elliman Real Estate and Section 32. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.
Investment portfolio
12
3
8
3
Investments
12
Annouced Date | Organization Name | Industry | Money Raised |
---|---|---|---|
Sep 23, 2022 | EchoNous | Health Care | 57.0M |
Feb 15, 2023 | Five Fitness Group | Fitness | 90.0M |
Mar 26, 2024 | - | - | 33.0M |
Jul 02, 2024 | Douglas Elliman Real Estate | Real Estate | 50.0M |
Exits
3
Funding Timeline
12
2
2
Funding Rounds
12
Kennedy Lewis Investment Management has raised 12 rounds. Their latest funding was raised on Jul 02, 2024 from a Post-IPO Debt - Douglas Elliman Real Estate round.
Annouced Date | Transaction Name | Number of Investors | Money Raised | Lead Investor |
---|---|---|---|---|
Sep 23, 2022 | Series D - EchoNous | - | 57.0M | - |
Feb 15, 2023 | Post-IPO Debt - Five Fitness Group | - | 90.0M | - |
Mar 26, 2024 | Series C - Brightside Health | - | 33.0M | - |
Jul 02, 2024 | Post-IPO Debt - Douglas Elliman Real Estate | - | 50.0M | - |
Investors
2
Kennedy Lewis Investment Management is funded by 2 investor(s). Petershill Partners and Azimut Alternative Capital Partners Kantor are the most recent investors.
Investor Name | Lead Investor | Funding Round | Money Raised |
---|---|---|---|
Azimut Alternative Capital Partners | Yes | Private Equity Round - Kennedy Lewis Investment Management | 0 |
Petershill Partners | Yes | Secondary Market - Kennedy Lewis Investment Management | 225.0M |
Fund raised
2
Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.
Annouced Date | Fund Name | Money Raised |
---|---|---|
May 10, 2013 | OTPPLESS | 1.0M |
May 11, 2013 | OTPPLESS | 1.0M |
Invest in industries
Recent Activity
News
Jul 03, 2024
Inman - Kennedy Lewis makes $50M investment into Douglas Elliman
Funding Round
Jul 02, 2024
Douglas Elliman Real Estate raised $50000000 on 2024-07-02 in Post-IPO Debt
News
Apr 03, 2024
Pulse 2.0 - Goldman Sachs Acquires Stake In Private Credit Firm Kennedy Lewis
News
Apr 03, 2024
Bloomberg - Goldman Unit Snaps Up Kennedy Lewis Stake in Private Credit Bet
News
Apr 03, 2024
Citywire - Goldman's Petershill buys stake in $14bn private credit shop for $225m
News
Apr 03, 2024
Financial Times - Goldman Sachs expands private credit reach with Kennedy Lewis stake