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Kintegral Advisory, LLC

New York, NYSEC-registered investment adviserCRD 164160

Filed as KINTEGRAL ADVISORY, LLC

Kintegral Advisory, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026.

13 years
registered since 2012
$2,138,796,164
assets under management
3 arrangements
Percentage of assets, Performance-based and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Kintegral Advisory, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Kintegral Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

Where is Kintegral Advisory, LLC located?

Kintegral Advisory, LLC's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Kintegral Advisory, LLC registered with the SEC or a state?

Kintegral Advisory, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164160.

How much does Kintegral Advisory, LLC manage?

Kintegral Advisory, LLC reports $2,138,796,164 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (66% discretionary).

How have Kintegral Advisory, LLC's assets and staff changed since 2021?

In the Form ADV data for Kintegral Advisory, LLC: Regulatory assets under management: $1,634,557,968 in the October 2021 data and $2,138,796,164 in the October 2026 data, up 31%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Kintegral Advisory, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13); other investment advisers (2).

Which custodians does Kintegral Advisory, LLC use?

Kintegral Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Private Alternatives, LLC as a custodian holding 10% or more of its separately managed account assets.

Does Kintegral Advisory, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164160

What changed in Kintegral Advisory, LLC's recent Form ADV filings?

In the September 2026 filing data: Added an office in Greenwich, CT.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$2,138,796,164

$2,138,796,164 as of October 2026, filing dated August 5, 2026.

Discretionary: $1,418,583,602.Non-discretionary: $720,212,562.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 13 Assets $1,756,409,082 (82%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets Not reported
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 2 Assets $382,387,082 (18%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2012 (13 years)
Employees
Total: 11. Performing investment advisory functions: 10.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))
Citi Private Alternatives, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the September 2026 filing
Greenwich, CT
States registered or notice-filed
1 state or jurisdiction
CT

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.63B 2021 $2.01B 2022 $1.55B 2023 $1.79B 2024 $2.08B 2025 $2.14B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,138,796,16411August 5, 2026
October 2025$2,078,850,24911March 19, 2025
October 2024$1,788,623,85212April 29, 2024
October 2023$1,551,158,54811March 31, 2023
October 2022$2,013,282,21611June 14, 2022
October 2021$1,634,557,96811March 31, 2021

Regulatory assets under management: $1,634,557,968 in the October 2021 data and $2,138,796,164 in the October 2026 data, up 31%.

Total employees: 11 in October 2021 and 11 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. September 2026
    • Added an office in Greenwich, CT.
  2. April 2026
    • Employees performing advisory functions went from 9 to 10.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
kintegral.addepar.comkintegral.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kintegral Advisory, LLC (CRD 164160): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kintegral-advisory-llc-new-york-ny-164160