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 a privately held LLC that acts primarily as a manager of pooled investment vehicles. SEC registration dates to 2012 and ownership is listed as individual. The firm’s client base is institutional, and its compensation combines a percentage-of-assets approach with performance-based fees. Kosmos is classified across multiple fund types — notably private equity and securitized-asset strategies — and its stated advisory activity is portfolio management for pooled investment vehicles. It also serves in sponsor and general partner roles for pooled structures. Kosmos is not identified as a capital allocator and is not marked as an active ESG investor.

Assets & Accounts

Private Funds

Investments & Alternatives

Investment profile

FINTRX

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
  • DAVID KOSMOS

    CIOCRD 5711762

  • GEORGE KOSMOS

    CEOCRD 1739641

  • AMY BAUTISTA

    President and Chief Investment OfficerCRD 4701787

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Contacts

3 of 3
  • DAVID KRAFT

    MemberCRD 4781108

  • NATHAN MCCORMICK

    Executive Vice PresidentCRD 8247076

  • KIRIN GODHIA

    ControllerCRD 8247077

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