Kintegral Advisory, Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $1.4B
- Clients
- 15
- Avg AUM / client
- $143M
- Accounts
- 66
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.8B | 82.1% |
| Other investment advisers | 2 | $382M | 17.9% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Crestview Venus Llc | Hedge Fund | Delaware | $581M | 50 |
| Morningstar Venus Llc | Hedge Fund | Delaware | $331M | 1 |
| Crestview Saturn Ii Llc | Private Equity Fund | Delaware | $190M | 4 |
| Crestview Jupiter Llc | Hedge Fund | Delaware | $154M | 27 |
| Morningstar Saturn Llc | Private Equity Fund | Delaware | $91.3M | 1 |
| Crestview Saturn I Llc | Private Equity Fund | Delaware | $87.0M | 7 |
| Kinneret Empowerment Spring Fund I, L.P. | Private Equity Fund | Delaware | $15.3M | 2 |
| Crestview Turtle Llc | Private Equity Fund | Delaware | $10.0M | 4 |
| Morningstar Neptune Llc | Other Private Fund | Delaware | $2.9M | 1 |
| Crestview Opportunity Fund Llc | Private Equity Fund | Delaware | $2.3M | 7 |
| Crestview Empire Llc | Hedge Fund | Delaware | $1.1M | 26 |
| Crestview Mercury Llc | Hedge Fund | Delaware | $0 | 1 |
| Morningstar Mercury Llc | Other Private Fund | Delaware | $0 | 1 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rueven, Daniel, Sam | Managing Member | Feb 2011 (16y) | 25% – 50% | |
| Rueven, Elana, Jessie | Member | Feb 2011 (16y) | 5% – 10% | |
| Rueven, Elizabeth, J.A. | Member | Feb 2011 (16y) | Less than 5% | |
| Rueven, Mony, "Nmn" | Managing Member And Chief Executive Officer | Feb 2011 (16y) | 25% – 50% | |
| Lindholm, John, Andrew | Chief Compliance Officer And Chief Operating Officer | May 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Goldman Grandchildren 1986 Trust Fbo Sarah M. Gelman | Owner | Dec 2022 | A | 25% – 50% |
| Lenox Limited Llc | Trustee | Apr 2017 | B | GP / trustee / elected manager of Goldman Grandchildren 1986 Trust Fbo Sarah M. Gelman (indirect) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (13, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Crestview Venus Llc | Hedge Fund | $581M | $1.0M | 50 |
| Morningstar Venus Llc | Hedge Fund | $331M | $1.0M | 1 |
| Crestview Saturn Ii Llc | Private Equity Fund | $190M | $1.0M | 4 |
| Crestview Jupiter Llc | Hedge Fund | $154M | $1.0M | 27 |
| Morningstar Saturn Llc | Private Equity Fund | $91.3M | $1.0M | 1 |
| Crestview Saturn I Llc | Private Equity Fund | $87.0M | $1.0M | 7 |
| Kinneret Empowerment Spring Fund I, L.P. | Private Equity Fund | $15.3M | $1.0M | 2 |
| Crestview Turtle Llc | Private Equity Fund | $10.0M | $1.0M | 4 |
| Morningstar Neptune Llc | Other Private Fund | $2.9M | $1.0M | 1 |
| Crestview Opportunity Fund Llc | Private Equity Fund | $2.3M | $1.0M | 7 |
| Crestview Empire Llc | Hedge Fund | $1.1M | $1.0M | 26 |
| Crestview Mercury Llc | Hedge Fund | $0 | $1.0M | 1 |
| Morningstar Mercury Llc | Other Private Fund | $0 | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ANNUAL NEGOTIATED MANAGEMENT FEE; REIMBURSEMENT OF EXPENSES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Citibank $374M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗