Kinsight, LLC (Birmingham)

Name: Kinsight, LLC
Address: 600 University Park Place, Birmingham, AL, 35209
Telephone: 205-871-3334

Kinsight, LLC is an adviser based in Birmingham. It manages $7.11 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Alabama.

Kinsight provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kinsight: assets under management

The assets under management (AUM) of Kinsight, LLC is $7.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.11 million each.

Kinsight has custody of $7.11 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kinsight, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kinsight serves?

The only and largest group of clients of Kinsight is pooled investment vehicles with 1 clients and $7.11 million of assets under management. Among the 4 most similar advisory firms, Kinsight has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $7.11 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Kinsight also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $200,000 for each fund.

Careers at Kinsight, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Davis Haines	Ceo & president & member	1 Oct 1986	Other	1205641
Inc. Charles D. Haines	Owner of registrant & member	1 Aug 2001	75% - 100%	63-1034485
Robert Eugene Thurber	Owner of registrant & member	1 Aug 2001	Other	4969111
Rex Jackson Lysinger	Owner of registrant & member	1 Aug 2001	Other	1485836
Ltd Thurber Investment Company	Owner of registrant & member	1 Aug 2001	Other	20-3007819
Joshua Wyatt Lancaster	Chief compliance officer & member	1 Sep 2002	Other	2424549
Heath Ryan Echols	Chief operating officer & member	1 Jun 2008	Other	5082794

Based in Birmingham

The principal office where Kinsight, LLC performs its advisory services is located at 600 University Park Place, Birmingham, AL 35209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-871-3334 or by fax 205-879-1114. The normal business hours are 8:00- 5:00 on Monday - Friday. You can find more information about the New York firm at kinsight.com.