KINVEST CAPITAL MANAGEMENT, INC.

KINVEST CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 304080). Regulatory assets under management: $3.3M.

Registration

• CRD: 304080
• Type: Registered investment adviser
• Phone: (347) 296-6763
• Latest filing: 2026-08-06
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304080 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search