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| Happy Holidays!! thanks for using AUM13F!! |
| Kinetic Investment Management Inc
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| CRD # | 283034 |
| SEC # | 801-118383 |
| CIK # | 0002076586, 0001844810, 0001686071, 0001696195 |
| AUM | $348.2 M (2025-07-25) |
| Employees | 30 (60% Investors, 0% Brokers) |
| Phone | 800-711-4818 |
| Address | 633 W 5th Street Los Angeles, CA 90071 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,203 | 238.8 |
| (b) Individuals (high net worth individuals) | 47 | 106.4 |
| (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 | 2 | 3.0 |
| (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 | 2,857 | 348.2 |
| By Discretionary | ||
| Discretionary | 2,416 | 312.1 |
| Non-Discretionary | 441 | 36.2 |
| Total | 2,857 | 348.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.2 | |
| Total | 2,857 | 348.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001686071] | |
| 10-K | [0001696195] | |
| 10-Q | [0001696195] | |
| 8-K | [0001696195] | |
| D | [0001696195] | |
| D | [0001844810] | |
| D | [0002076586] |
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|
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