Kineo Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $61M in regulatory assets under management, 3 employees, 1 office, and 24 accounts.
Assets Under Management
$61M
Employees
3
Offices
1 office
Total Clients
18
Primary office
NEW YORK, NY
11 WEST 42ND STREET, FLOOR 2, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.4% of total clients.
Top client categories% of clientsClients
1
HNWI
94.4%
17
2
Pooled Investment Vehicles
5.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$61Mas of March 27, 2026
Discretionary100.0%
$61M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$61M
Total Accounts24
10Y AUM Change$-197M (-76.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee6:1
10Y Employee Change+1 (+50.0%)
* 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.