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| Kinetic Investment Management Inc
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|---|---|
| CRD # | 283034 |
| SEC # | 801-118383 |
| CIK # | 0001844810, 0001696195, 0001686071 |
| AUM | $249.3 MM (2023-03-28) |
| Employees | 21 (71% Investors, 0% Brokers) |
| Phone | 800-711-4818 |
| Address | 633 W 5th Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 108.2 |
| (b) Individuals (high net worth individuals) | 676 | 148.7 |
| (c) Banking or thrift institutions | 0 | 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 | 4 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 1,831 | 260.6 |
| By Discretionary | ||
| Discretionary | 1,590 | 244.9 |
| Non-Discretionary | 241 | 15.7 |
| Total | 1,831 | 260.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.6 | |
| Total | 1,831 | 260.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001686071] | |
| 10-K | [0001696195] | |
| 10-Q | [0001696195] | |
| 8-K | [0001696195] | |
| D | [0001696195] | |
| D | [0001844810] |
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|---|---|---|
|
Pinnacle Family Advisors LLC
✚
|
MO | 0.3 |
|
Hunter Lewis LLC
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VA | 0.3 |
|
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MS | 0.3 |
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NTB Financial Corporation
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CO | 0.3 |
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Fluent Financial LLC
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TX | 0.3 |
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Granite Financial Partners LLC
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NH | 0.3 |
|
Patron Partners LLC
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|
TX | 0.2 |
|
Rebel Financial LLC
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OH | 0.2 |
|
Sequent Planning LLC
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NE | 0.2 |
|
Raleigh Capital Management Inc
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|
NC | 0.2 |