Overview
Assets Under Management: $1.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 103
Average Client Assets: $0.5 million
Frequently Asked Questions
KINETICS ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106204), KINETICS ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
KINETICS ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
KINETICS ASSET MANAGEMENT LLC serves 103 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, KINETICS ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
KINETICS ASSET MANAGEMENT LLC manages $1.7 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, KINETICS ASSET MANAGEMENT LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.34%
Average Client Assets: $0.5 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 106204
Filing ID: 1200641
Last Filing Date: 2018-03-29 12:38:00