← Directory
REDTREE INVESTMENT GROUP
Legal name: KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
CRD 171615File 801-79797
APPROVED
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.68B
Top 10% of cohort (national)
Discretionary AUM
$9.56B
Non-discretionary $117.8M
Clients
373
538 accounts
Employees
9
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 18, 2014
- Principal office
- 5050 SECTION AVENUE, SUITE 420, CINCINNATI, OH, 45212
- Phone
- 888-596-2293
- Website
- HTTP://WWW.REDTREEINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.68B
- Discretionary AUM
- $9.56B
- Non-discretionary AUM
- $117.8M
- Discretionary accounts
- 529
- Non-discretionary accounts
- 9
- Total accounts
- 538
- AUM per client
- $25.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.8M |
| Banking or thrift institutions | Fewer than 5 | $7.6M |
| State or municipal government entities | 371 | $9.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.