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Kennedy Lewis acquires Generate Advisors from York

PRIVATESep 30, 2025

Acquiring Company

Kennedy Lewis Investment Management

Acquired Company

Generate Advisors

New YorkUnited StatesInvestment ManagementSoftware

Description

Kennedy Lewis Investment Management LLC has acquired the remaining equity stake in Generate Advisors from York Capital Management. This acquisition follows a previous majority ownership purchase in 2021 and is part of a strategic move to rebrand Generate Advisors as Kennedy Lewis Loan Management. The platform has significantly increased its assets under management, highlighting its growth and success in the CLO market.

Quick answer

Kennedy Lewis Investment Management is acquiring Generate Advisors, announced September 30, 2025. Kennedy Lewis Investment Management is based in New York, New York, United States.

How much did Kennedy Lewis Investment Management pay for Generate Advisors?
The deal value was not disclosed.
What does Kennedy Lewis Investment Management do?
Kennedy Lewis Investment Management LLC is a credit-focused alternative asset management firm founded in 2017 and based in New York, with additional offices in Miami and Geneva.
Where are Kennedy Lewis Investment Management and Generate Advisors based?
Kennedy Lewis Investment Management is based in New York, New York, United States. Generate Advisors is based in United States.

Source: Fundz verified event record.

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Company Information

Company

Kennedy Lewis Investment Management

Location

111 W 33rd St

New York, New York, United States

About

Kennedy Lewis Investment Management LLC is a credit-focused alternative asset management firm founded in 2017 and based in New York, with additional offices in Miami and Geneva. The company specializes in providing flexible senior secured capital solutions primarily to middle market companies in the United States and Western Europe. The firm employs various investment strategies, including opportunistic credit, homebuilder finance, core lending, and broadly syndicated loans. It manages a diverse portfolio that includes private funds, a publicly traded business development company, and collateralized loan obligations. Kennedy Lewis emphasizes strong underwriting standards and active post-deal monitoring to mitigate risk and generate attractive risk-adjusted returns. The firm manages over $30 billion in assets and aims to deliver quarterly distributions to shareholders, with a current annualized distribution yield of approximately 10.7% for its Class I shares. Kennedy Lewis is committed to responsible investment practices and integrates environmental, social, and governance (ESG) considerations into its investment decisions. The firm generates revenue through management fees and performance-based incentives, leveraging its expertise in public and private credit markets to identify investment opportunities and manage credit risk effectively.

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Frequently asked

Who acquired Generate Advisors?

Generate Advisors was acquired by Kennedy Lewis Investment Management, based in New York. The deal was reported on September 30, 2025. Kennedy Lewis Investment Management LLC is a credit-focused alternative asset management firm founded in 2017 and based in New York, with additional offices in Miami and Geneva. Kennedy Lewis Investment Management is privately held and operates in Investment Management.

When did Kennedy Lewis Investment Management acquire Generate Advisors?

Kennedy Lewis Investment Management's acquisition of Generate Advisors was reported on September 30, 2025. Kennedy Lewis Investment Management LLC has acquired the remaining equity stake in Generate Advisors from York Capital Management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Generate Advisors do?

Generate Advisors is a market leading CLO platform with more than $9 billion in assets under management. It has established itself as a prominent player in the CLO industry and has received recognition for its performance and management. It is privately held, operating in Software, and is based in United States.

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