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REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC

CRD 171615 · SEC 801-79797

Visit website

5050 SECTION AVENUE, SUITE 420, CINCINNATI, OH, 45212, United States

Phone

888-596-2293

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.68B

Discretionary AUM

$9.56B

Team

9 total employees; 5 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Portfolio management (institutions)

Client types

TypeClientsAUM
Banking/thrift institutions1$7.6M
Charitable organizations1$1.8M
State/municipal entities371$9.67B

States served

KY, OH, MO

All web addresses on file

Official SEC filing: View on IAPD