Hammond, Kennedy, Whitney & Company, Inc.
- Regulatory AUM
- $631M
- Discretionary
- $631M
- Clients
- 5
- Avg AUM / client
- $126M
- Accounts
- 5
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $631M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $623M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hkw Capital Partners V, L.P. | Private Equity Fund | Delaware | $433M | 63 |
| Hkw Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $110M | 22 |
| Hkw Capital Partners V A, L.P. | Private Equity Fund | Delaware | $49.6M | 41 |
| Hkw Capital Partners Iv A, L.P. | Private Equity Fund | Delaware | $17.8M | 43 |
| Hkw Capital Partners Iv B, L.P. | Private Equity Fund | Delaware | $12.9M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Snyder, James, Clinton | Partner | Aug 1999 (27y) | 25% – 50% | |
| Kramer, Ted, H | Ceo, Partner | Jan 2007 (20y) | 25% – 50% | |
| Foisy, Michael, Anthony | President, Partner | Jan 2011 (16y) | 25% – 50% | |
| Robinson, Kent, William | Partner | Sep 2017 (9y) | 25% – 50% | |
| Gupta, Monika, Nmn | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $623M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hkw Capital Partners V, L.P. | Private Equity Fund | $433M | $5.0M | 63 |
| Hkw Capital Partners Iv, L.P. | Private Equity Fund | $110M | $5.0M | 22 |
| Hkw Capital Partners V A, L.P. | Private Equity Fund | $49.6M | $5.0M | 41 |
| Hkw Capital Partners Iv A, L.P. | Private Equity Fund | $17.8M | $5.0M | 43 |
| Hkw Capital Partners Iv B, L.P. | Private Equity Fund | $12.9M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗