KAIROS INVESTMENT MANAGEMENT COMPANY, LLC
DBA: KAIROS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $897.2M |
| Discretionary | $861.9M96% of AUM |
| Non-Discretionary | $35.3M |
| Client Accounts | 15 |
| Avg Account Size | $59.8M |
| Employees | 50 |
| Peak AUM | $1.15BMar 2023 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $897M | 9.6% | 7.9% | +8.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $897.2M |
| Discretionary | $861.9M |
| Employees | 50 |
| Client Accounts | 15 |
Contact & Location
Address
18101 VON KARMAN AVENUE
IRVINE CA 92612
Phone
949-709-8888
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$862M
96.1% of AUM
Non-Discretionary
$35M
3.9% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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