Kindred Spirits Investment Management, LLC is a large advisory firm based in Cincinnati. It manages $3.75 billion of regulatory assets for 331 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Ohio.
Kindred Spirits Investment Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kindred Spirits Investment Management, LLC is $3.75 billion. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kindred Spirits Investment Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations, banking or thrift institutions, and state or municipal government entities. The largest group of clients of Kindred Spirits Investment Management is state or municipal government entities with 214 clients and $3.72 billion of assets under management. Among the 7 most similar advisory firms, Kindred Spirits Investment Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $3.75 billion for 217 clients. None of the firm’s clients are foreign persons or businesses.
Kindred Spirits Investment Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kindred Spirits Investment Management, LLC performs its advisory services is located at 4016 Allston Street, Cincinnati, OH 45209, which is also the mailing address of the firm. An additional office of the firm is in Columbus, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-596-2293. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at redtreeinvestmentgroup.com.