Kinetic Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 28, 2026, reports $451M in regulatory assets under management, 34 employees, 16 offices, and 3,326 accounts.
Assets Under Management
$451M
Employees
39
Offices
19 offices
Total Clients
1,460
Primary office
LOS ANGELES, CA
633 W 5TH STREET, SUITE 1050, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
1,381
2
HNWI
4.9%
72
3
Pension Plans
0.3%
4
4
Corporations
0.2%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$451Mas of May 27, 2026
Discretionary93.0%
$419M
93% of total RAUM93.0%
Non-discretionary7.0%
$32M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$451M
Total Accounts3,326
10Y AUM Change+$351M (+349.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee37:1
10Y Employee Change+31 (+387.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.