KAIROS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4JONATHAN NEEDELL
President and Chief Investment OfficerCRD 2270653
KURT ALTERGOTT
Chief Financial OfficerCRD 6754332
ROBERT TULL
Chief Compliance OfficerCRD 3176647
Contacts
3 of 3JOHN O'LAUGHLIN
General CounselCRD 6028207
THOMAS PORTER
AssociateCRD 7257001
Diana Yang
Managing DirectorCRD 7659581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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