SourcingSourcing

KENSICO CAPITAL MANAGEMENT CORP.

C46
CRD 157934·SEC 801-73379·GREENWICH, CT
AUM
$7.88B
$1B+
Est. Revenue
$78.8M
@ 1% on AUM
Est. EBITDA
$23.6M
@ 30% margin
Est. Deal Value
$189.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KENSICO CAPITAL MANAGEMENT CORP.
CRD
157934
SEC file #
801-73379
EIN
000000000
DBA names
—

Economics

AUM
$7.88B
AUM band
$1B+
AUM trajectory
'20'26
$8.19B → $7.88B▼ -4%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
25
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
16 advisors → 11 advisors▼ -31%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
kensicocapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOWENSTEIN, MICHAEL, BERNARD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
LOWENSTEIN, MICHAEL, BERNARD
COLEMAN, THOMAS, JASON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KENSICOCAPITAL.COM
Rdap Domain Creation Date
1999-09-13T22:24:26Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
40
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001442780
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2008-08-21
Edgar Last Filing Date
2026-02-27
Edgar Form D Count
18
Edgar Form D Offerings
2026-02-272026-02-27 · 0001442780-26-000001
2025-02-282025-02-28 · 0001442780-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
Fidelity6
Bny Mellon4
E*trade4
Edgar Addresses
Mailing
C/O KENSICO CAPITAL MANAGEMENT CORP.55 RAILROAD AVENUE, 2ND FLOORGREENWICH, CT 06830
Business
C/O KENSICO CAPITAL MANAGEMENT CORP.55 RAILROAD AVENUE, 2ND FLOORGREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-02-27 · 0001442780-26-000001
D/A2025-02-28 · 0001442780-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-13T22:24:25Z
Rdap Domain Last Changed
2025-06-13T21:46:51Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1440739
Trust Company Affiliate
Yes

People (6)

6
LOWENSTEIN, MICHAEL, BERNARD
Direct Owner · 62.5%
1440739
COLEMAN, THOMAS, JASON
Direct Owner · 37.5%
6022699
CONNER, JAMES, ANTHONY
Executive Officer · 2.5%
6870047
LABRUZZO, GINO
Executive Officer · 2.5%
6316413
O'MALLEY, TERRANCE, JAMES
Executive Officer · 2.5%
6020940
WHALEN, JOHN
Executive Officer · 2.5%
8121464