Investment adviser · CRD 171615
REDTREE INVESTMENT GROUP
Investment adviser filing (IA)
KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
CINCINNATI, OH, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $9.68B Form ADV · Item 5.F
- Client accounts
- 538 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 371 | $9,668,669,250 | 99.9% |
| Banks & thrifts | Fewer than 5 | $7,552,810 | 0.1% |
| Charities | Fewer than 5 | $1,797,864 | 0.0% |
Filing source
Form ADV 2058086 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
5050 SECTION AVENUE, SUITE 420CINCINNATI, OH, 45212, United States
CRD 171615
Filing source
Form ADV 2058086 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.