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REDTREE INVESTMENT GROUP
Legal name: KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
CRD 171615File 801-79797
APPROVED
Filing as of Feb 24, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 343 | 373 | increased by30 |
| Mar 1, 2026 | AUM | $8,690,883,404 | $9,678,019,924 | increased by$987,136,520 |
| Mar 1, 2026 | Accounts | 514 | 538 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 260 | 343 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,278,124,033 | $8,690,883,404 | increased by$2,412,759,371 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 415 | 514 | increased by99 |
| Apr 1, 2022 | AUM | $4,903,871,252 | $6,278,124,033 | increased by$1,374,252,781 |
| Apr 1, 2022 | Accounts | 380 | 415 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REDTREE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REDTREE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.