|
⚲
|
| Keyboard |
| Kairos Investment Management Company LLC
✚
|
|
|---|---|
| CRD # | 161321 |
| SEC # | 801-88197 |
| CIK # | |
| AUM | 897.2 M (2026-03-30) |
| Employees | 50 (44% Investors, 10% Brokers) |
| Phone | 949-709-8888 |
| Address | 18101 von Karman Avenue Irvine, CA 92612 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Stevens Pointe Investors LP | [2026-03-30] | 13.2 M | 18.0 M |
| Filed 2026-02-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Kairos Real Estate Value Fund IX-A LP | [2025-03-28] | 0.5 M | 0.6 M |
| Filed 2026-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Kairos Real Estate Value Fund IX LP | [2025-03-28] | 16.0 M | 18.5 M |
| Filed 2026-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Triple Play Investors LLC | [2025-03-28] | 8.2 M | 14.7 M |
| Offered $35,000,000 · Filed 2025-06-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $110,000 · Remaining $26,765,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Massandra VIII Hollywood Investors LLC | [2023-03-30] | 7.8 M | 9.3 M |
| Filed 2023-01-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Kairos Manford Private Equity Fund I LP | [2022-03-31] | 53.1 M | 0.3 M |
| Offered $53,072,068 · Filed 2021-10-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Redwood-Kairos Real Estate Value Fund VIII-B LP | [2021-03-31] | 10.0 M | 11.8 M |
| Offered $300,000,000 · Filed 2023-06-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $289,985,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Redwood-Kairos Real Estate Value Fund VIII LP | [2021-03-31] | 198.8 M | 192.7 M |
| Offered $300,000,000 · Filed 2023-06-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $101,169,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Redwood-Kairos Real Estate Value Fund VI-B LP | [2018-03-29] | 8.8 M | 13.7 M |
| Offered $200,000,000 · Filed 2018-09-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $191,174,250 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Redwood-Kairos Real Estate Value Fund VI LP | [2018-03-29] | 78.9 M | 64.9 M |
| Offered $200,000,000 · Filed 2018-09-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $121,105,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 897.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 897.2 |
| By Discretionary | ||
| Discretionary | 13 | 861.9 |
| Non-Discretionary | 2 | 35.3 |
| Total | 15 | 897.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 897.2 | |
| Total | 15 | 897.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kairos Investment Management Company LLC | Director | 13 | 3 | |
| Jonathan Needell | Executive Officer | 24 | 2 | |
| Carl Chang | Director, Executive Officer | 23 | 2 | |
| Kurt Altergott | Executive Officer | 4 | 2 | |
| Massandra Capital VIII LLC | Director, Executive Officer | 3 | 2 | |
| Brian Farr | Executive Officer | 4 | 1 | |
| Justin Salvato | Executive Officer | 2 | 1 | |
| Redwood-Kairos VIII GP LLC | Director | 2 | 1 | |
| Jon Needell | Executive Officer | 1 | 1 | |
| Jonathon Needell | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arden Fund Management LLC
✚
|
PA | 1,107.4 M |
|
Nexa Equity LLC
✚
|
CA | 1,099.0 M |
|
Post Road Group LLC
✚
|
CT | 1,051.1 M |
|
New Forests Inc
✚
|
CA | 981.9 M |
|
Sandlot Partners LLC
✚
|
UT | 934.5 M |
|
Monticelloam LLC
✚
|
NY | 923.3 M |
|
Zions Capital Advisors Inc
✚
|
UT | 830.8 M |
|
Harris Preston & Partners LLC
✚
|
TX | 799.2 M |
|
Safanad Inc
✚
|
NY | 779.8 M |
|
Grafine Capital Holdings LLC
✚
|
NY | 775.0 M |