Kineo Capital LLC

RIASEC RegisteredEst. 2025

Total AUM

$65.4M

Discretionary

$65.4M

100% of AUM

Avg account

$2.5M

Accounts

26

Employees

3

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 315019
Registered since: May 29, 2025
Website: www.kineocapital.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles74.1%
HNWI25.9%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kineo Capital LLC is a privately owned LLC that provides discretionary portfolio management for individuals, pooled investment vehicles, and institutional or business clients. The firm charges both a percentage-of-assets and performance-based fees, and it reports SEC registration in 2025. Its client mix includes individual and family clients as well as institutional relationships. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities85%
Derivatives5%
Public Funds/Mutual Funds5%
Cash & Cash Equivalents5%

Contacts

3 of 4

Thomas Menacho
Founder and Managing PartnerCRD 4065271
James Strugger
Founder and Managing PartnerCRD 2924328
Paul Ghaffari
MemberCRD 1727355

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 11 W 42nd St
Time zone: ET (UTC-5)
Office locations

Similar firms

ACE & Company New York, Inc.

New York, NY

AUM $65.8MTEAM 4REPS 3

Vazirani Asset Management LLC

New York, NY

AUM $65MTEAM 3REPS 2

Malatai Capital LLC

New York, NY

AUM $65MTEAM 3REPS 3

American Centurion Financial LLC

New York, NY

AUM $65MTEAM 1REPS 1

Rosci Lamb, LLC

New York, NY

AUM $65MTEAM 1REPS 1

Mint Asset Management LLC

New York, NY

AUM $64.5MTEAM 5REPS 5

More RIAs in New York →All New York RIAs →