KINEO CAPITAL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $61.1M |
| Discretionary | $61.1M100% of AUM |
| Client Accounts | 24 |
| Avg Account Size | $2.5M |
| Employees | 3 |
| Peak AUM | $258.0MMar 2025 |
| AUM CAGR | -76.3% /yrover 1 yrs · 9 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $61M | 76.3% | — | — | |
| Discretionary AUM | $61M | ||||
Key Metrics
| Total AUM | $61.1M |
| Discretionary | $61.1M |
| Employees | 3 |
| Client Accounts | 24 |
| Client Range | 0 |
Contact & Location
Address
11 WEST 42ND STREET
NEW YORK NY 10036
Phone
212-457-1268
Filing History
9 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$61M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported