Samuel Peterman
Investment adviser representative at Kennedy Capital Management
11 yearsExperience
2 statesRegistered in
CFADesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Kennedy Capital ManagementApr 2023 to now
- Craig-hallum Capital GroupSep 2020 to Mar 2023
- Rsm US LLPAug 2019 to Sep 2020
- UnemployedMay 2019 to Aug 2019
- Eagle Lake CampsMay 2018 to Aug 2018
- Kennedy Capital Mgmt Inc.May 2017 to Aug 2017
- University of MinnesotaAug 2015 to May 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Kennedy Capital Management
Legal name: Kennedy Capital Management LLC
$5BAssets managed
213Clients
17Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7294678
- Firm CRD
- 105834