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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

KINETIC VENTURES, L.L.C.

CRD 144453

CHEVY CHASE, MD

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Search this name across graphsid dfx:ria:f509bbae-fe64-4603-b9e5-9b7b53f2ade6

Data as of Mar 23, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2012 to Mar 23, 2017
6 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Kinetic Ventures, L.L.C.

Venture manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $92.0MItem 5.F on the latest filing (2017-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $92.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $92.0Mgross asset value as reported per fund; never fund size
SEC number: 801-68165
CRD: 144453
Filings on the tape: 6
First filed: Mar 29, 2012
Latest filed: Mar 23, 2017
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
KINETIC VENTURES IX, LP	Venture Capital Fund	$59.3M	Mar 29, 2024	19	Mar 29, 2012	reported	021-1537614
KINETIC - SCHOOX INVESTMENTS LLC	Venture Capital Fund	$49.5M	Mar 29, 2024	45	Mar 25, 2021	reported	021-383662
KINETIC - ITC BROADBAND INVESTMENTS LLC	Venture Capital Fund	$45.6M	Mar 29, 2024	38	Mar 28, 2022	reported	021-404535
KINETIC VENTURES X, L.P.	Venture Capital Fund	$22.2M	Mar 29, 2024	36	Mar 25, 2021	reported	021-371210
KINETIC VENTURES VII, LLC	Venture Capital Fund	$1.9M	Mar 27, 2015	13	Mar 29, 2012	dropped	n/a
KINETIC VENTURES VIII, LP	Venture Capital Fund	$1.5M	Aug 16, 2022	12	Mar 29, 2012	reported	021-1430539
KINETIC - POINT INVESTMENTS LLC	Venture Capital Fund	$1.5M	Aug 16, 2022	12	Mar 25, 2021	reported	021-366190
KINETIC VENTURES VI, LLC	Venture Capital Fund	$1.0M	Mar 27, 2015	14	Mar 29, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHU, NELSON, CHIEN	MANAGING DIRECTOR	C	yes	01/2005	Mar 29, 2012	Mar 23, 2017
HEFLIN, WILLIAM, THOMAS	MANAGING DIRECTOR	C	yes	04/1997	Mar 29, 2012	Mar 23, 2017
TARR, BERNARD, DAVIS	MANAGING DIRECTOR	C	yes	04/1997	Mar 29, 2012	Mar 23, 2017
SHEPHERD, SYDNEY, MARY	CHIEF COMPLIANCE OFFICER	Na	no	01/2005	Mar 29, 2012	Mar 23, 2017

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 23, 2017	$92.0M	$92.0M	5	4	n/a	2	$92.0M
2015	Mar 29, 2016	$107M	$107M	5	4	n/a	2	$107M
2014	Mar 27, 2015	$104M	$104M	5	4	n/a	4	$104M
2013	Mar 27, 2014	$109M	$109M	5	4	n/a	4	$109M
2012	Mar 26, 2013	$105M	$105M	5	4	n/a	4	$105M
2011	Mar 29, 2012	$99.6M	$99.6M	n/a	n/a	n/a	4	$40.3M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$92.0M	$107M	-13.8%	$109M	-5.5%	5	5	n/a	n/a

Relationships

Advises (8)

→ KINETIC - SCHOOX INVESTMENTS LLCPrivate fundVenture Capital Fund, ERA
Mar 25, 2021 to presentfactForm ADV
→ KINETIC VENTURES IX, LPPrivate fundVenture Capital Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ KINETIC - ITC BROADBAND INVESTMENTS LLCPrivate fundVenture Capital Fund, ERA
Mar 28, 2022 to presentfactForm ADV
→ KINETIC VENTURES X, L.P.Private fundVenture Capital Fund, ERA
Mar 25, 2021 to presentfactForm ADV
→ KINETIC - POINT INVESTMENTS LLCPrivate fundVenture Capital Fund, ERA
Mar 25, 2021 to presentfactForm ADV
→ KINETIC VENTURES VIII, LPPrivate fundVenture Capital Fund, ERA
Mar 29, 2012 to presentfactForm ADV
→ KINETIC VENTURES VII, LLCPrivate fundVenture Capital Fund, IA, no longer reported
Mar 29, 2012 to Mar 27, 2015factForm ADV
→ KINETIC VENTURES VI, LLCPrivate fundVenture Capital Fund, IA, no longer reported
Mar 29, 2012 to Mar 27, 2015factForm ADV

Owns (1)

← SHEPHERD, SYDNEY, MARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV

Controls (3)

← TARR, BERNARD, DAVISOwnerMANAGING DIRECTOR, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← HEFLIN, WILLIAM, THOMASOwnerMANAGING DIRECTOR, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV
← CHU, NELSON, CHIENOwnerMANAGING DIRECTOR, ownership code C, individual
Mar 29, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f509bbae-fe64-4603-b9e5-9b7b53f2ade6
First observed: Mar 29, 2012
Last observed: Mar 23, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KINETIC VENTURES, L.L.C.

CRD 144453

CHEVY CHASE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f509bbae-fe64-4603-b9e5-9b7b53f2ade6

Data as of Mar 23, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

KINETIC VENTURES IX, LP

Venture Capital Fund

$59.3M

Mar 29, 2024

Mar 29, 2012

reported

021-1537614

KINETIC - SCHOOX INVESTMENTS LLC

Venture Capital Fund

$49.5M

Mar 29, 2024

Mar 25, 2021

reported

021-383662

KINETIC - ITC BROADBAND INVESTMENTS LLC

Venture Capital Fund

$45.6M

Mar 29, 2024

Mar 28, 2022

reported

021-404535

KINETIC VENTURES X, L.P.

Venture Capital Fund

$22.2M

Mar 29, 2024

Mar 25, 2021

reported

021-371210

KINETIC VENTURES VII, LLC

Venture Capital Fund

$1.9M

Mar 27, 2015

Mar 29, 2012

dropped

n/a

KINETIC VENTURES VIII, LP

Venture Capital Fund

$1.5M

Aug 16, 2022

Mar 29, 2012

reported

021-1430539

KINETIC - POINT INVESTMENTS LLC

Venture Capital Fund

$1.5M

Aug 16, 2022

Mar 25, 2021

reported

021-366190

KINETIC VENTURES VI, LLC

Venture Capital Fund

$1.0M

Mar 27, 2015

Mar 29, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHU, NELSON, CHIEN

MANAGING DIRECTOR

yes

01/2005

Mar 29, 2012

Mar 23, 2017

HEFLIN, WILLIAM, THOMAS

MANAGING DIRECTOR

yes

04/1997

Mar 29, 2012

Mar 23, 2017

TARR, BERNARD, DAVIS

MANAGING DIRECTOR

yes

04/1997

Mar 29, 2012

Mar 23, 2017

SHEPHERD, SYDNEY, MARY

CHIEF COMPLIANCE OFFICER

01/2005

Mar 29, 2012

Mar 23, 2017

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 23, 2017

$92.0M

n/a

$92.0M

2015

Mar 29, 2016

$107M

n/a

$107M

2014

Mar 27, 2015

$104M

n/a

$104M

2013

Mar 27, 2014

$109M

n/a

$109M

2012

Mar 26, 2013

$105M

n/a

$105M

2011

Mar 29, 2012

$99.6M

n/a

$40.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$92.0M

$107M

-13.8%

$109M

-5.5%

n/a