KINETIC VENTURES, L.L.C.

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
144453
Registered since
March 25, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SYDNEY SHEPHERD

    Chief Financial OfficerCRD 5379535

Contacts

3 of 3
  • NELSON CHU

    Managing DirectorCRD 5379564

  • BERNARD TARR

    Managing DirectorCRD 5379555

  • WILLIAM HEFLIN

    Managing DirectorCRD 5379558

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth