Kineo Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,951,533
Clients
17
Advisors
3
of 3 employees
About
Kineo Capital provides discretionary investment management primarily to high‑net‑worth individuals and private investment funds, and additionally offers sub‑advisory and ad‑hoc financial consulting services to pooled investment vehicles and other registered advisers. Services are delivered through separately managed accounts and written sub‑advisory agreements tailored to each client’s objectives and constraints.
The firm combines fundamental, technical, quantitative and qualitative analysis and incorporates artificial intelligence and machine learning tools to inform security selection and universe construction, while retaining human judgment over model outputs. Its business is organized around four strategies — a long‑biased energy & AI infrastructure equity strategy, a concentrated equity and derivatives program, an active risk management/options overlay strategy, and a portfolio‑level tail risk hedge — with listed options and other derivatives used extensively across several strategies.
Kineo Capital is unusual among peers for acting as a sub‑adviser to private funds and for providing portfolio management to pooled vehicles, and it discloses and presents performance for a verified reference account for its KEAI strategy. The firm also uses performance‑based fees for its Tail Risk Hedge strategy and permits derivatives trading in separately managed accounts, features that create additional conflicts the firm addresses through its allocation, trading, and disclosure practices.
Client services
Expertise
Fee options
1.50% annually for KEAI Strategy (standard annual management fee, billed monthly)
$300 per hour for financial consulting services
Performance-based fees charged quarterly in arrears on capital appreciation for Tail Risk Hedge Strategy
Account minimum: $1,000,000
Main office
11 West 42nd Street, Floor 2
New York NY 10036
Advisors at this office
3
Most active in
Connecticut · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jona S
Series 63, Series 65
New York, NY
Kineo Capital LLC
Jona Saraci is a financial advisor at Kineo Capital LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Aksia, and PwC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored strategies that integrate fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools. The firm manages multiple strategies including equity, derivatives, and risk management programs, and serves both separate accounts and pooled investment vehicles.
James S
Series 63, Series 65
New York, NY
Kineo Capital LLC
James Strugger is a financial advisor at Kineo Capital LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Predata Inc. and MKM Partners LLC. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, offering tailored separately managed accounts and sub-advisory services. The firm integrates fundamental, technical, quantitative, and qualitative analysis with artificial intelligence and machine learning tools across multiple strategies, including equity, derivatives, and risk management approaches.
Thomas M
Series 63, Series 65
New York, NY
Kineo Capital LLC
Thomas Menacho is a financial advisor at Kineo Capital LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Securities (USA) Inc. from 2016 to 2021 before joining Kineo Capital in 2021. Kineo Capital provides discretionary investment management primarily to high-net-worth individuals and private investment funds, delivering customized services through separately managed accounts and sub-advisory agreements. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, integrating artificial intelligence and machine learning tools while maintaining human oversight, and operates across multiple specialized strategies involving derivatives and active risk management.
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