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Kinetic Investment Management, Inc.

Kinetic Investment Management, Inc.. CRD 283034

K

CRD: 283034

Kinetic Investment Management, Inc.

LOS Angeles, CA, 90071
8007114818
www.kineticinvestment.com
$450.9M Total AUM
$419.3M Disc. AUM
16.5% 3Y CAGR
39 Employees
1,460 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Jackson National Life
Clients
Retail and Institutional
Platforms
Bridge vertexBeacon
Established Date
04-04-2016
Office Locations
21

Office Locations

1301 W. 22nd Street Suite 202 OAK Brook IL
1425 West Foothill Blvd Suite 125 Upland CA
14748 Pipeline AVE Suite G Chino Hills CA

About Kinetic Investment Management, Inc.

Kinetic Investment Management is an RIA delivering technology-driven, customized portfolio management and financial planning for individual clients and in partnership with advisors. The firm builds goal- and risk-based portfolios using a disciplined framework that blends technical, fundamental, quantitative, qualitative, charting, and cyclical analysis. Client service is positioned as a “financial concierge” model with holistic guidance across retirement, tax, risk, and estate planning.

Team overview

46 AVG AGE
$15.5M AVG AUM / ADVISOR
$308.9K AVG AUM / CLIENT
2.1 yrs AVG TENURE
39 Employees
29 Advisory Reps
29 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Harbor Zenith Alpha horizon

Custodian

Quantum Vector Horizon

Investment Themes

Fusion peak Vector beacon

Investment Vehicles

Momentum Optima

Platform

Glacier

Services

Foundation Oak Delta Eagle optima Ember delta Atlas Capital Summit crest

Technology

North Harbor

Owner & Executives

ALI ARASH HASHEMIAN

ALI ARASH HASHEMIAN

Chief Executive Officer, President

CRD
#5800048
Ownership
75% or more
(763) 725-5111
capital.pioneer@matrixcapital.com
in linkedin.com/in/vector-frontier
Dawn Elizabeth Rybak

Dawn Elizabeth Rybak

Chief Compliance Officer

CRD
#2410371
Ownership
Less than 5%
(531) 492-3141
atlas.beacon@summitcapital.com
in linkedin.com/in/alpha-optima

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Contacts

SAMUEL ADAMS

SAMUEL ADAMS

Chief Executive Officer

CRD
#6057464
(296) 416-2734
legacy.unison@fusioncapital.com
in linkedin.com/in/ember-timber
J

Jacob Paul Berkman

--

CRD
#7395138
(670) 340-5080
alpha.catalyst@vitalcapital.com
in linkedin.com/in/peak-optima
D

Delta catalyst

Alpha legacy quantum

CRD
#25824
(809) 779-9788
vector.insight@unisoncapital.com
in linkedin.com/in/eagle-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
11-05-2023
10-01-2024
12-09-2025
06-25-2026
Category Assets AVG. Account size
Discretionary $419,277,695 $136,929
Non-Discretionary $31,645,233 $119,868
Total $450,922,928 $135,575

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Separately Managed Accounts

Total SMA Asset: $450,922,928

$450.9M Total SMA
Equity - Exchange:
30.2%
Public Funds:
6.0%
Cash:
8.1%
Municipal Bonds:
28.3%
U.S. Government/Agency:
27.4%
Asset class Assets Assets %
Equity - Exchange $1,561,243,562 30.2%
Public Funds $310,180,840 6.0%
Cash $418,744,134 8.1%
Municipal Bonds $1,463,019,630 28.3%
U.S. Government/Agency $1,416,492,504 27.4%
Total $5,169,680,670 100.0%

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