KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC
Legal name: REDTREE INVESTMENT GROUP
CRD #171615 SEC #801-79797 CINCINNATI, OH 888-596-2293
SEC Registered
Total AUM
$8.7B
Discretionary
$8.6B
Employees
9
Clients
1
Accounts
514
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $8.7B | $8.6B | $106.1M | 9 | 4 |
| Mar 2025 | $8.7B | $8.6B | $106.1M | 9 | 4 |
| Mar 2024 | $8B | $7.9B | $108M | 9 | 2 |
| Mar 2023 | $7.2B | $7.1B | $92.6M | 8 | 2 |
| Oct 2022 | $6.3B | $6.2B | $81.1M | 8 | 0 |
| Apr 2022 | $6.3B | $6.2B | $81.1M | 8 | 0 |
| Mar 2022 | $6.3B | $6.2B | $81.1M | 8 | 0 |
| Mar 2021 | $4.9B | $4.7B | $208.5M | 8 | 0 |
| Mar 2020 | $4.3B | $4.1B | $198.6M | 8 | 0 |
| Nov 2019 | $4.3B | $4.1B | $178.1M | 8 | 0 |
| Oct 2019 | $3.7B | $3.6B | $102.8M | 6 | 0 |
| Aug 2019 | $3.7B | $3.6B | $102.8M | 6 | 0 |
| Jul 2019 | $3.7B | $3.6B | $102.8M | 6 | 0 |
| Mar 2019 | $3.7B | $3.6B | $102.8M | 6 | 0 |
| Jan 2019 | $3.5B | $3.4B | $112M | 6 | 0 |
| Mar 2018 | $3.5B | $3.4B | $112M | 6 | 0 |
| Sep 2017 | $3.2B | $3.1B | $108M | 5 | 200 |
| Mar 2017 | $2.7B | $2.7B | $85M | 5 | 200 |
| Mar 2016 | $2.1B | $2B | $91.7M | 5 | 154 |
| Sep 2015 | $1.5B | $1.5B | $12.7M | 5 | 145 |
| Apr 2015 | $1.5B | $1.5B | $12.7M | 4 | 145 |
| Mar 2015 | $1.5B | $1.5B | $12.7M | 4 | 145 |
| Mar 2015 | $1.2B | $1.2B | $0 | 4 | 0 |
| Sep 2014 | $1.2B | $1.2B | $0 | 4 | 0 |
| Jul 2014 | $0 | $0 | $0 | 5 | 0 |
| May 2014 | $0 | $0 | $0 | 5 | 0 |
DateSep 2025
Total AUM$8.7B
Discretionary$8.6B
Non-Disc.$106.1M
Employees9
Clients4
DateMar 2025
Total AUM$8.7B
Discretionary$8.6B
Non-Disc.$106.1M
Employees9
Clients4
DateMar 2024
Total AUM$8B
Discretionary$7.9B
Non-Disc.$108M
Employees9
Clients2
DateMar 2023
Total AUM$7.2B
Discretionary$7.1B
Non-Disc.$92.6M
Employees8
Clients2
DateOct 2022
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$81.1M
Employees8
Clients0
DateApr 2022
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$81.1M
Employees8
Clients0
DateMar 2022
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$81.1M
Employees8
Clients0
DateMar 2021
Total AUM$4.9B
Discretionary$4.7B
Non-Disc.$208.5M
Employees8
Clients0
DateMar 2020
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$198.6M
Employees8
Clients0
DateNov 2019
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$178.1M
Employees8
Clients0
DateOct 2019
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$102.8M
Employees6
Clients0
DateAug 2019
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$102.8M
Employees6
Clients0
DateJul 2019
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$102.8M
Employees6
Clients0
DateMar 2019
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$102.8M
Employees6
Clients0
DateJan 2019
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$112M
Employees6
Clients0
DateMar 2018
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$112M
Employees6
Clients0
DateSep 2017
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$108M
Employees5
Clients200
DateMar 2017
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$85M
Employees5
Clients200
DateMar 2016
Total AUM$2.1B
Discretionary$2B
Non-Disc.$91.7M
Employees5
Clients154
DateSep 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$12.7M
Employees5
Clients145
DateApr 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$12.7M
Employees4
Clients145
DateMar 2015
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$12.7M
Employees4
Clients145
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees4
Clients0
DateSep 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0