Kindred Spirits Investment Management, LLC
● SEC registered since 2014CRD 171615SEC# 801-79797Cincinnati, OH
Reg. AUM
$9.68B
Employees
9
Accounts
538
Location
Cincinnati, OH
Kindred Spirits Investment Management, LLC assets under management
Kindred Spirits Investment Management, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2014. It reports $9.7 billion in regulatory assets under management and employs 9 people.
Kindred Spirits Investment Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Carey Trowbridge Control | Managing Principal | 25-50% | 2014 |
| Kristin Lynne Prieur | Chief Compliance Officer | Under 5% | 2024 |
| Ryan Keith Nelson Control | Managing Principal | 50-75% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Kindred Spirits Investment Management, LLC manage?
Kindred Spirits Investment Management, LLC reports $9.7 billion in regulatory assets under management on its Form ADV.
How many employees does Kindred Spirits Investment Management, LLC have?
Kindred Spirits Investment Management, LLC reports 9 employees.
Where is Kindred Spirits Investment Management, LLC located?
Kindred Spirits Investment Management, LLC is based in Cincinnati, OH and has been SEC-registered since 2014.
Does Kindred Spirits Investment Management, LLC disclose fund performance?
Kindred Spirits Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5050 Section Avenue, Suite 420, Cincinnati, OH 45212 |
| Phone | 888-596-2293 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$9.68B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$9.68Bregulatory AUM
Discretionary $9.56BNon-discretionary $117.8M