Kosmos Management LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$184M
Accounts
12
Employees
34
Advisory reps
7

Firm details

Headquarters
Seattle, Washington
CRD number
164712
Registered since
October 5, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kosmos Management LLC is an SEC-registered investment manager organized as a limited liability company and founded in 2012. The firm operates as a multifaceted fund manager that runs private funds, with a particular emphasis on securitized-asset strategies and private equity. Its client base is institutional, and its business model centers on advising pooled investment vehicles; Kosmos also serves as sponsor, general partner, or managing member for those vehicles and has ties to insurance company structures. Fee arrangements combine asset-based management fees with performance-linked compensation. The firm is not identified as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 4
  • Amy Bautista

    Amy Bautista

    CEO, CIOCRD 4701787

  • George Kosmos

    George Kosmos

    CEOCRD 1739641

  • David Kosmos

    David Kosmos

    CIOCRD 5711762

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Contacts

3 of 3
  • David Kraft

    David Kraft

    MemberCRD 4781108

  • Kirin Godhia

    ControllerCRD 8247077

  • Nathan Mccormick

    Executive Vice PresidentCRD 8247076

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

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
601 Union St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth