Kairos LLC

RIASEC Registered
Total AUM
$732K
Discretionary
$732K
100% of AUM
Avg account
$146K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
122306
Fee structure
Percentage of AUM
Client types
  • HNWI74.7%
  • Individuals25.3%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kairos LLC is a small, owner-operated registered investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates as a discretionary manager. Kairos is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not function as a pension consultant or capital allocator. Its filing classifies the firm as unclassified and indicates an owner-type of an individual. Investment activity appears concentrated and conservative: the firm's reported asset mix is dominated by cash and cash equivalents. That suggests a short-duration, liquidity-first approach for the accounts it manages, rather than an allocation-heavy strategy across public equities, fixed income, or alternatives.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Robert Shreve

    PresidentCRD 1416961

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth