Kinetic Ventures, L.L.C. (Chevy Chase)


Kinetic Ventures, L.L.C. is a large advisory firm based in Chevy Chase. It manages $92.02 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Maryland.

Kinetic Ventures, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kinetic Ventures, L.L.C: assets under management

The assets under management (AUM) of Kinetic Ventures, L.L.C. is $92.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.01 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kinetic Ventures, L.L.C. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chevy Chase

The principal office where Kinetic Ventures, L.L.C. performs its advisory services is located at Two Wisconsin Circle, Suite 660, Chevy Chase, MD 20815, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-652-8066 or by fax 301-652-8310. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at kineticventures.com.