Kinetic Investment Management, Inc.

RIASEC RegisteredEst. 2020

Total AUM

$451M

Discretionary

$419M

93% of AUM

Avg account

$136K

Accounts

3,326

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 283034
Registered since: April 8, 2020
Website: www.kineticinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals66.04%
HNWI32.84%
Pension & Profit Sharing Plans0.95%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kinetic Investment Management, Inc. is an independent, SEC-registered investment adviser (registered in 2020) operated as a corporation with individual ownership. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that uses external managers in addition to its own portfolio work. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. The firm also lists accounting among its business activities. Fees are charged via a mix of percentage-of-AUM arrangements plus hourly and fixed-fee options. Kinetic does not identify as an active ESG investor in the reporting available.