KAI MANAGEMENT GROUP, LLC

Overview

KAI Management Group, LLC is a limited liability company that registered with the SEC in 2023. The firm is owned by an individual and is classified in FINTRX as unclassified rather than under a traditional RIA subtype. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser or pension consultant. FINTRX lists KAI Management Group, LLC in roles tied to pooled vehicles and sponsor activity: it is described as an other investment adviser and sponsor and as a general partner/managing member of pooled investment vehicles. That positioning suggests the firm’s primary regulatory and commercial posture is managing and sponsoring pooled funds rather than acting as a traditional adviser to retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives