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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-25-2019
- Office Locations
- 2
Office Locations
About Kennondale Capital Management
Kennondale Capital Management is a Richmond, VA registered investment adviser that exclusively manages long-term value equity portfolios, with experience in small- and large-cap value. The team applies fundamental, conviction-driven research with a repeatable valuation discipline, building concentrated, low-turnover, high-active-share portfolios with a 5+ year thesis horizon. Serves retail and institutional clients; GIPS-compliant reporting available on request.
Team overview
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Custodian
Investment Themes
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Owner & Executives
Andrew Slay
Chief Compliance Officer, Managing Principal
- CRD
- #6561061
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Matthew Nicholson-Lewis
--
- CRD
- #7962285
Samuel Stayner Snoddy
--
- CRD
- #8133518
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,919,614 | $10,137,115 |
| Non-Discretionary | $0 | -- |
| Total | $141,919,614 | $10,137,115 |
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Separately Managed Accounts
Total SMA Asset: $141,919,614
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,700,968,767 | 100.0% |
| Total | $2,700,968,767 | 100.0% |