AUMdb

Kinetic Ventures, L.L.C.

State-registered Investment Adviser CRD 144453 · SEC file 802-120931 · Chevy Chase, MD · WWW.KINETICVENTURES.COM
☆ Save with Pro ADV data as of Mar 24, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$92.0M $109M
Mar 29, 2012 Mar 23, 2017

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $177M combined gross assets

FundTypeDomicileGross assetsOwners
Kinetic Ventures Ix, Lp Venture Capital Fund Delaware $59.3M 19
Kinetic Schoox Investments Llc Venture Capital Fund Delaware $49.5M 45
Kinetic Itc Broadband Investments Llc Venture Capital Fund Delaware $45.6M 38
Kinetic Ventures X, L.P. Venture Capital Fund Delaware $22.2M 36

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Heflin, William, Thomas Managing Director Apr 1997 (29y) 25% – 50%
Tarr, Bernard, Davis Managing Director Apr 1997 (29y) 25% – 50%
Chu, Nelson, Chien Managing Director Jan 2005 (22y) 25% – 50%
Shepherd, Sydney, Mary Chief Compliance Officer Jan 2005 (22y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (4, $177M gross assets)

FundTypeGross assetsMin. investmentOwners
Kinetic Ventures Ix, Lp Venture Capital Fund $59.3M $5.0M 19
Kinetic Schoox Investments Llc Venture Capital Fund $49.5M $250K 45
Kinetic Itc Broadband Investments Llc Venture Capital Fund $45.6M $250K 38
Kinetic Ventures X, L.P. Venture Capital Fund $22.2M $100K 36

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/24/2026 1.18 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.

View current Form ADV (SEC/IAPD) ↗