Davidson Kempner Capital Management LP (New York)

Name: Davidson Kempner Capital Management LP
Address: 520 Madison Avenue, New York, NY, 10022
Telephone: 212-446-4000

Davidson Kempner Capital Management LP is a large advisory firm based in New York. It manages $34.6 billion of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Davidson Kempner Capital Management provides portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davidson Kempner Capital Management: assets under management

The assets under management (AUM) of Davidson Kempner Capital Management LP is $34.6 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and $15.88 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $34.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $768.95 million each.

Davidson Kempner Capital Management has custody of $29.51 billion in cash and securities for 45 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davidson Kempner Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Davidson Kempner Capital Management serves?

The only and largest group of clients of Davidson Kempner Capital Management is pooled investment vehicles with 45 clients and $34.6 billion of assets under management. Among the 8 most similar advisory firms, Davidson Kempner Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $34.6 billion for 45 clients. 51% of the firm’s clients are foreign persons or businesses.

Davidson Kempner Capital Management also advises several private funds. Namely, thirty four hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Davidson Kempner Capital Management LP

The company employs 347 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Lenox Kempner	Executive managing member; limited partner	1 Jan 1986	Other	858891
Stephen Michael Dowicz	Managing member; limited partner	1 Jan 1986	Other	1011247
Timothy Iain Levart	Managing member and chief operating officer; limited partner	1 Jul 1996	Other	2198703
Robert Joseph Brivio	Managing member; limited partner	1 Jan 2002	Other	1389920
Eric Philip Epstein	Managing member; limited partner	1 Jan 2004	Other	2249702
Anthony Alexander Yoseloff	Deputy executuve managing member; limited partner	1 Jan 2004	Other	3067940
Shulamit (Nmn) Leviant	Managing member and general counsel; limited partner	1 Feb 2004	Other	4775557
Dk European Ltd.	Designated member of davidson kempner european partners, llp (relying adviser)	1 Aug 2004	75% - 100%	foreign entity
Michael Simon Cornelius Herzog	Partner and co-chief executive officer of davidson kempner european partners, llp (relying adviser)	1 Aug 2004	Other	6040642
Thomas Lenox Kempner	Limited partner of dk management partners lp (relying adviser)	1 Jan 2005	Other	858891
Timothy Iain Levart	Limited partner and chief operating officer of dk management partners lp (relying adviser)	1 Jan 2005	Other	2198703
Robert Joseph Brivio	Limited partner of dk management partners lp (relying adviser)	1 Jan 2005	Other	1389920
Eric Philip Epstein	Limited partner of dk management partners lp (relying adviser)	1 Jan 2005	Other	2249702
Anthony Alexander Yoseloff	Limited partner of dk management partners lp (relying adviser)	1 Jan 2005	Other	3067940
Dk Stillwater Gp Llc	General partner of dk management partners lp (relying adviser)	1 Jan 2005	Other	26-1866114
Stephen Michael Dowicz	Limited partner of dk management partners lp (relying adviser)	1 Jan 2005	Other	1011247
Avram Zev Friedman	Managing member; limited partner	1 Jan 2006	Other	3211791
Richard Dennis Chase	Chief financial officer	1 Oct 2007	Other	1770815
Conor (Nmn) Bastable	Managing member; limited partner	1 Jan 2008	Other	2370818
Davidson Kempner Capital Management Lp	Shareholder of davidson kempner asia limited (relying adviser)	1 Jul 2008	75% - 100%	155680
Thomas Lenox Kempner	Director of davidson kempner asia limited (relying adviser)	1 Jul 2008	Other	858891
Timothy Iain Levart	Director of davidson kempner asia limited (relying adviser)	1 Jul 2008	Other	2198703
James Calligan Gange	Chief compliance officer	1 Apr 2009	Other	5438888
Dkltm Gp Llc	General partner of dk long-term management lp (relying adviser)	1 May 2011	Other	45-2646325
Thomas Lenox Kempner	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	858891
Timothy Iain Levart	Limited partner and chief operating officer of dk long-term management lp (relying adviser)	1 Jul 2011	Other	2198703
Robert Joseph Brivio	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	1389920
Eric Philip Epstein	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	2249702
Anthony Alexander Yoseloff	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	3067940
Avram Zev Friedman	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	3211791
Conor (Nmn) Bastable	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	2370818
Stephen Michael Dowicz	Limited partner of dk long-term management lp (relying adviser)	1 Jul 2011	Other	1011247
Morgan Peter Blackwell	Managing member; limited partner	1 Jan 2012	Other	4042641
Shulamit (Nmn) Leviant	Limited partner and general counsel of dk long-term management lp (relying adviser)	1 Jan 2012	Other	4775557
Jogeesvaran Krishanthan	Partner and co-chief executive officer of davidson kempner european partners, llp (relying adviser)	1 Jan 2012	Other	6040648
Scott Eric Davidson	Limited purpose partner	1 Jan 2013	Other	1667458
Patrick Walsh Dennis	Managing member; limited partner	1 Jan 2014	Other	3262219
Gabriel Thomas Schwartz	Managing member; limited partner	1 Jan 2014	Other	4242870
Dkcm Gp Llc	General partner of davidson kempner capital management lp	1 Jan 2014	Other	90-1017083
Stephen Michael Dowicz	Limited purpose partner	1 Jan 2015	Other	1011247
Eric Wade Sacks	Chief financial officer	1 Mar 2016	Other	4939698
Timothy Iain Levart	Limited purpose partner	1 Jun 2017	Other	2198703
Zachary Zoll Altschuler	Managing member; limited partner	1 Jan 2018	Other	3105989
James Andrew Michaelson	Managing member; limited partner	1 Jan 2018	Other	2829674
Joshua David Morris	Managing member; limited partner	1 Jan 2018	Other	6931137

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Lenox Kempner	Executive managing member	1 Nov 2012	75% - 100%	858891
Anthony Alexander Yoseloff	Deputy executive managing member	1 Nov 2012	Other	3067940
Anthony Alexander Yoseloff	Deputy executive managing member	1 Jan 2013	Other	3067940
Dkel Llc	Shareholder	1 Jan 2013	75% - 100%	46-1339485
Thomas Lenox Kempner	Executive managing member	1 Dec 2013	75% - 100%	858891
Anthony Alexander Yoseloff	Deputy executive managing member	1 Dec 2013	Other	3067940
Timothy Iain Levart	Managing member and chief operating officer	1 Dec 2013	Other	2198703
Shulamit (Nmn) Leviant	Managing member and general counsel	1 Dec 2013	Other	4775557
Thomas Lenox Kempner	Co-executive managing member	1 Dec 2017	75% - 100%	858891
Anthony Alexander Yoseloff	Co-executive managing member	1 Dec 2017	Other	3067940

Based in New York

The principal office where Davidson Kempner Capital Management LP performs its advisory services is located at 520 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-446-4000 or by fax 646-422-3409. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at dkpartners.com.