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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kindred Spirits Investment Management LLC
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|---|---|
| CRD # | 171615 |
| SEC # | 801-79797 |
| CIK # | |
| AUM | $8.7 B (2025-03-03) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 888-596-2293 |
| Address | 5050 Section Avenue Cincinnati, OH 45212 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 340 | 8.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 514 | 8.7 |
| By Discretionary | ||
| Discretionary | 504 | 8.6 |
| Non-Discretionary | 10 | 0.1 |
| Total | 514 | 8.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.7 | |
| Total | 514 | 8.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FIL Investment Advisors
✚
|
9.0 | |
|
Polaris Capital Management LLC
✚
|
MA | 8.9 |
|
Aviva Investors Canada Inc
✚
|
8.6 | |
|
FS Real Estate Advisor LLC
✚
|
PA | 8.6 |
|
Sixth Street Lending Partners Advisers LLC
✚
|
TX | 8.5 |
|
Foresight Group LLP
✚
|
8.5 | |
|
Meridiam Infrastructure North America Corporation
✚
|
DC | 8.4 |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 8.4 |
|
Altrinsic Global Advisors LLC
✚
|
CT | 8.4 |
|
Industry Ventures LLC
✚
|
CA | 8.4 |