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Kindred Spirits Investment Management, LLC

● SEC registered since 2014CRD 171615SEC# 801-79797Cincinnati, OH
Export (members)
Reg. AUM
$8.69B
Employees
9
Accounts
514
Location
Cincinnati, OH

Kindred Spirits Investment Management, LLC assets under management

Kindred Spirits Investment Management, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2014. It reports $8.7 billion in regulatory assets under management and employs 9 people.
www.redtreeinv.comView on SEC.gov ↗

Kindred Spirits Investment Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jennifer Carey Trowbridge ControlManaging Principal50-75%2014
Kristin Lynne PrieurChief Compliance OfficerUnder 5%2024
Ryan Keith Nelson ControlManaging Principal50-75%2014
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Frequently asked questions

How much does Kindred Spirits Investment Management, LLC manage?

Kindred Spirits Investment Management, LLC reports $8.7 billion in regulatory assets under management on its Form ADV.

How many employees does Kindred Spirits Investment Management, LLC have?

Kindred Spirits Investment Management, LLC reports 9 employees.

Where is Kindred Spirits Investment Management, LLC located?

Kindred Spirits Investment Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2014.

Does Kindred Spirits Investment Management, LLC disclose fund performance?

Kindred Spirits Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5050 Section Avenue, Suite 420, Cincinnati, OH 45212
Phone888-596-2293
Office hours8:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$8.58B
Non-discretionary$106.1M
Total (RAUM)$8.69B