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KINETIC INVESTMENT MANAGEMENT, INC.
CRD 283034File 801-118383
APPROVED
Retail clients
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$450.9M
Above cohort median (national)
Discretionary AUM
$419.3M
Non-discretionary $31.6M
Clients
1,460
3,326 accounts
Employees
40
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 8, 2020
- Principal office
- 633 W 5TH STREET, SUITE 1050, LOS ANGELES, CA, 90071
- Phone
- (800) 711-4818
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $450.9M
- Discretionary AUM
- $419.3M
- Non-discretionary AUM
- $31.6M
- Discretionary accounts
- 3,062
- Non-discretionary accounts
- 264
- Total accounts
- 3,326
- AUM per client
- $309K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $790K |
| High net worth individuals | 72 | $148.1M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 1,381 | $297.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small 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.