# KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 171615
- Type: SEC-registered investment adviser
- SEC file number: 801-79797
- Location: 5050 SECTION AVENUE, SUITE 420, CINCINNATI, OH, 45212
- Phone: 888-596-2293
- Latest filing: 2026-02-24
- Regulatory AUM: $9.7B
- Discretionary AUM: $9.6B
- Non-discretionary AUM: $117.8M
- Clients: 9
- Accounts: 538

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| William Phelps | CHIEF OPERATIONS OFFICER | Arlington, VA |
| Jennifer Carey Trowbridge | MANAGING PRINCIPAL | — |
| Ryan Keith Nelson | MANAGING PRINCIPAL | — |
| Kristin Lynne Prieur | CHIEF COMPLIANCE OFFICER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| NELSON RYAN KEITH | MANAGING PRINCIPAL | — |
| TROWBRIDGE JENNIFER CAREY | MANAGING PRINCIPAL | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| Dowell Alisha Perdue | CHIEF COMPLIANCE OFFICER | — |
| PRIEUR KRISTIN LYNNE | CHIEF COMPLIANCE OFFICER | — |
| Phelps William | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171615/similar
- Related entities: https://search.stillhousedata.com/firm/171615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171615

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.