PPrivate Fund Data Log in Join · $37/mo

Kinwell LLC

● SEC registered since 2023CRD 290449SEC# 801-128056Charleston, SC
Export (members)
Reg. AUM
$192M
Employees
2
Accounts
134
Location
Charleston, SC

Kinwell LLC assets under management

Kinwell LLC is an investment advisory firm registered with the SEC based in Charleston, SC. The firm has been registered since 2023. It reports $192 million in regulatory assets under management and employs 2 people.

Kinwell LLC owners & executives

2 reported
NameTitleOwnershipSince
James Louis Carlson ControlManaging Member & Chief Compliance Officer50-75%2017
Matt Dayton Ritt ControlMember25-50%2017

Frequently asked questions

How much does Kinwell LLC manage?

Kinwell LLC reports $192 million in regulatory assets under management on its Form ADV.

How many employees does Kinwell LLC have?

Kinwell LLC reports 2 employees.

Where is Kinwell LLC located?

Kinwell LLC is based in Charleston, SC and has been SEC-registered since 2023.

Does Kinwell LLC disclose fund performance?

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

Contact & registration

Address1630 Meeting St, Suite 203, Charleston, SC 29405
Phone(843) 308-1639
FaxN/A
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.4M
Non-discretionary$90.7M
Total (RAUM)$192M