Kairos LLC
Firm details
- Headquarters
- ,
- CRD number
- 122306
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.7%
- Individuals25.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Robert Shreve
PresidentCRD 1416961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations