A complete list of active advisors currently associated with Kineo Capital LLC

Warmer can help you find a great advisor at Kineo Capital LLC or one who fits your needs even better.

Kineo Capital LLC manages approximately $61.1 million in discretionary assets across about 17 client relationships and provides investment management, subadvisory services, and ad hoc financial consulting to high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, private investment funds and pooled investment vehicles. The firm’s client base and written policies emphasize concentrated and institutional-style mandates rather than retail, non‑high‑net‑worth individual accounts. Investment management is discretionary and combines fundamental, technical and quantitative analysis with proprietary risk models; the firm discloses strategies that include single‑stock long/short momentum, options and other derivative‑based solutions for concentrated position risk management and yield enhancement, and it offers cryptocurrency portfolio management to qualified clients. Kineo Capital recently added performance‑based fee arrangements for Qualified Clients (a 2% annual management fee plus an 8% performance fee on capital appreciation, with performance fees paid quarterly in arrears) and states procedures for fee deduction and reporting. What distinguishes Kineo from many peers is its role as a private fund adviser and its explicit engagement with pooled investment vehicles and other RIAs—services it documents separately from its individual portfolio work—and its willingness to act as a subadviser and provide consulting to pooled vehicles (the brochure notes a $300 hourly consulting rate typically charged to pooled vehicles). The firm is a small, SEC‑registered adviser with a $1,000,000 account requirement, a recent transition to SEC registration, and an emphasis on derivative strategies and performance‑based compensation that are uncommon among similarly sized supported firms.

To learn more about the advisors currently working at Kineo Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.