KINEO CAPITAL LLC

Overview

Kineo Capital LLC is a small independent registered investment adviser that manages concentrated equity-oriented portfolios for both high-net-worth individuals and institutional clients. The firm provides financial planning and discretionary portfolio management across individual accounts, pooled investment vehicles and institutional clients, and it runs at least one adviser-managed hedge fund. Fee structures include asset-based management fees and performance-linked fees, which aligns with the presence of fund-level strategies and incentive-based mandates. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded vehicles as the primary building blocks of client portfolios. The firm also incorporates alternative exposures — notably real estate and digital currency allocations — and retains the flexibility to place client capital into pooled structures and private funds it advises. Custody relationships include platforms that support both active trading and traditional advisory custody, suggesting the firm blends liquid public market strategies with less liquid alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices