KINETIC VENTURES, L.L.C.
Firm details
- Headquarters
- CHEVY CHASE, Maryland
- CRD number
- 144453
- Registered since
- March 25, 2021
- Website
- www.kineticventures.com
Firm profile
FINTRXOverview
Kinetic Ventures, L.L.C. is an SEC-registered limited liability company (registered 2021) that operates as an adviser and sponsor of pooled investment vehicles. The firm is owned by an individual and is classified as unclassified in the source data; it is not identified as a capital allocator or as a multi-state adviser. Kinetic Ventures does not present itself as an active ESG investor and is not reported as a pension consultant or a related adviser. Its public profile indicates primary activity around sponsoring, serving as general partner, and acting as managing member for pooled funds rather than providing traditional retail advisory relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SYDNEY SHEPHERD
Chief Financial OfficerCRD 5379535
Contacts
3 of 3NELSON CHU
Managing DirectorCRD 5379564
BERNARD TARR
Managing DirectorCRD 5379555
WILLIAM HEFLIN
Managing DirectorCRD 5379558
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHEVY CHASE, MD
MONTGOMERY
Location
CHEVY CHASE, MD
Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 2 Wisconsin Cir
- Time zone
- ET (UTC-5)
- Office locations
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