Kineo Capital LLC

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Client assets under management

$17,400,000

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,023,529

About

Kineo Capital LLC manages approximately $61.1 million in discretionary assets across about 17 client relationships and provides investment management, subadvisory services, and ad hoc financial consulting to high‑net‑worth and ultra‑high‑net‑worth individuals, family offices, private investment funds and pooled investment vehicles. The firm’s client base and written policies emphasize concentrated and institutional-style mandates rather than retail, non‑high‑net‑worth individual accounts.

Investment management is discretionary and combines fundamental, technical and quantitative analysis with proprietary risk models; the firm discloses strategies that include single‑stock long/short momentum, options and other derivative‑based solutions for concentrated position risk management and yield enhancement, and it offers cryptocurrency portfolio management to qualified clients. Kineo Capital recently added performance‑based fee arrangements for Qualified Clients (a 2% annual management fee plus an 8% performance fee on capital appreciation, with performance fees paid quarterly in arrears) and states procedures for fee deduction and reporting.

What distinguishes Kineo from many peers is its role as a private fund adviser and its explicit engagement with pooled investment vehicles and other RIAs—services it documents separately from its individual portfolio work—and its willingness to act as a subadviser and provide consulting to pooled vehicles (the brochure notes a $300 hourly consulting rate typically charged to pooled vehicles). The firm is a small, SEC‑registered adviser with a $1,000,000 account requirement, a recent transition to SEC registration, and an emphasis on derivative strategies and performance‑based compensation that are uncommon among similarly sized supported firms.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

1.0% - 2.5% annually (negotiable based on AUM)

Project-based

$300 per hour for ad hoc financial consulting services

Performance-based

Annual management fee of 2% plus 8% performance fee on capital appreciation for qualified clients

Other

Account minimum: $1,000,000

Main office location

Kineo Capital LLC

11 West 42 Nd Street, Floor 2

New York NY 10036, United States

Number of offices

Most active in

Connecticut · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-457-1268

Advisors at this firm

Jona S

Series 63, Series 65

New York, NY

Kineo Capital LLC

Jona Saraci is a financial advisor at Kineo Capital LLC in New York, NY, holding Series 63 and Series 65 licenses. He has prior experience at Morgan Stanley, Aksia, and PwC, among other firms. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, managing approximately $258 million in discretionary assets. The firm focuses on single-stock long/short momentum strategies and derivative-based risk solutions, providing discretionary portfolio management, subadvisory services, and cryptocurrency portfolio management to qualified clients.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner

James S

Series 63, Series 65

New York, NY

Kineo Capital LLC

James Strugger is a financial advisor at Kineo Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Predata Inc. and MKM Partners LLC. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, overseeing approximately $258 million in discretionary assets. The firm focuses on single-stock long/short momentum strategies and derivative-based risk solutions, managing accounts on a discretionary basis with regular monitoring and monthly reporting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner

Thomas M

Series 63, Series 65

New York, NY

Kineo Capital LLC

Thomas Menacho is a financial advisor at Kineo Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kineo Capital primarily serves high-net-worth individuals, family offices, pooled investment vehicles, and small institutions, managing approximately $258 million in discretionary assets. The firm employs single-stock long/short momentum strategies and derivative-based risk solutions, offering discretionary portfolio management, subadvisory services, and cryptocurrency portfolio management to qualified clients.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Private / alternative investments Executive Founder/Business Owner

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