KINETIC VENTURES, L.L.C.

CHEVY CHASE, Maryland·4 registered advisors·CRD# 144453
SEC# 802-1209311301-652-8066
01

Firm Overview

AUM
$92M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Performance-based fees
Other: PERCENTAGE OF COMMITTED CAPITAL
03

Specialties

Retirement Planning
04

Advisors at KINETIC VENTURES, L.L.C.

4 registered advisors
Bernard Davis Tarr
CHEVY CHASE, Maryland
Nelson Chien Chu
CHEVY CHASE, Maryland
Sydney Mary Shepherd
CHEVY CHASE, Maryland
William Thomas Heflin
CHEVY CHASE, Maryland
05

Office Locations

CHEVY CHASE, Maryland
4 advisors

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Data sourced from SEC Form ADV filings. KINETIC VENTURES, L.L.C. (CRD# 144453) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.