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Kendall Capital Management

EST. AUM
$743,866,798

CONTACTS
4

CLIENT ACCOUNTS
1,555

Firm Details

Metro area Washington, DC
CRD Number 134740
Website kendallcapital.com
Client types

Overview

Kendall Capital is a RIA in Rockville, MD. They run 2 internal stock portfolios and 4 mutual fund/etf portfolios for their clients where they will typically look at active managers within the international space - both EM and Developed however they are always open to new ideas. Best point of contact is Zemin Zhu. They look for more unique ideas that score well with Morningstar, and need to see a longer track record for mutual funds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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