KAIROS

RIASEC RegisteredEst. 2015
Total AUM
$897M
Discretionary
$862M
96% of AUM
Avg account
$59.8M
Accounts
15
Employees
50
Advisory reps
7

Firm details

Headquarters
IRVINE, California
CRD number
161321
Registered since
April 9, 2015
Website
kimc.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kairos is a fund-focused investment manager that functions primarily as an adviser and sponsor of pooled investment vehicles, with its positioning tilted toward real estate and private equity strategies. The firm manages and sponsors funds rather than acting as a traditional wealth manager to retail clients; its client base is institutional and its advisory activity centers on portfolio management for pooled vehicles and serving as sponsor/GP for funds. Kairos runs a fee model that combines a percentage-of-assets structure with performance-based fees and other fee components, and it identifies as an active ESG investor, incorporating environmental, social or governance considerations into its investment process. Strategy and deployment emphasize real assets. The manager operates as a multifaceted fund manager—structuring, operating and capitalizing closed-end and open-end pooled vehicles—while maintaining a limited role as a capital allocator to external managers. Sponsorship and GP activity are core business functions, reflecting hands-on fund governance, asset selection and portfolio construction within its funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • JONATHAN NEEDELL

    President and Chief Investment OfficerCRD 2270653

  • KURT ALTERGOTT

    Chief Financial OfficerCRD 6754332

  • ROBERT TULL

    Chief Compliance OfficerCRD 3176647

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Contacts

3 of 3
  • JOHN O'LAUGHLIN

    General CounselCRD 6028207

  • THOMAS PORTER

    AssociateCRD 7257001

  • Diana Yang

    Managing DirectorCRD 7659581

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
18101 Von Karman Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth