RIA Intel›Advisers›California›KINETIC INVESTMENT MANAGEMENT, INC.

KINETIC INVESTMENT MANAGEMENT, INC.

Advisory

N·LOS ANGELES, CA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$451M
1-Year AUM Growth
+37.8%
3-Year CAGR
+35.9%
Employees
31
Assets Under Management
Total AUM$451M
Discretionary AUM$419M
Non-Discretionary AUM$32M
Discretionary %93%
Total Clients1,252
Team
Total Employees31
Investment Advisers41
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record74
First FilingMar 5, 2020
Latest FilingJul 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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