|
⚲
|
| Keyboard |
| Kinetic Investment Management Inc
✚
|
|
|---|---|
| CRD # | 283034 |
| SEC # | 801-118383 |
| CIK # | 0001686071, 0002076586, 0001696195, 0001844810 |
| AUM | 450.9 M (2026-06-25) |
| Employees | 39 (74% 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) | 1,381 | 297.8 |
| (b) Individuals (high net worth individuals) | 72 | 148.1 |
| (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 | 4.3 |
| (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 | 3 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,326 | 450.9 |
| By Discretionary | ||
| Discretionary | 3,062 | 419.3 |
| Non-Discretionary | 264 | 31.6 |
| Total | 3,326 | 450.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.9 | |
| Total | 3,326 | 450.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001686071] | |
| 10-K | [0001696195] | |
| 10-Q | [0001696195] | |
| 8-K | [0001696195] | |
| D | [0001696195] | |
| D | [0001844810] | |
| D | [0002076586] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retirement Consulting Group Inc
✚
|
OR | 457.0 M |
|
Five Oceans Advisors LLC
✚
|
456.2 M | |
|
SBE LLC DBA Cedar Cove Wealth Partners
✚
|
MN | 455.0 M |
|
Axient Investment Advisors LLC
✚
|
AL | 454.0 M |
|
Prentiss Smith & Company Inc
✚
|
VT | 453.1 M |
|
M1 Capital Management
✚
|
MI | 450.4 M |
|
Nikulski Financial Inc
✚
|
IA | 449.0 M |
|
MainStreet RIA LLC
✚
|
MO | 446.4 M |
|
Arcadia Wealth Management LLC
✚
|
NH | 445.5 M |
|
Bright Road Wealth Management LLC
✚
|
AK | 443.3 M |