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KINEO CAPITAL LLC

NEW YORK, NY · CRD 315019 · IAPD ↗ · kineocapital.com · 212-457-1268

$65.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — KINEO CAPITAL LLC reported RAUM down 76% ($258.0M -> $61.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
December 2025 — KINEO CAPITAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
98
June 2025 — KINEO CAPITAL LLC (NEW YORK, NY) is newly SEC-registered with $258.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.