# Kairos

> Kairos is an SEC-registered investment advisory firm in Irvine, CA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 161321
- Filed as: KAIROS
- Legal name: Kairos Investment Management Company, LLC
- Also doing business as: KAIROS, KIMC, REDWOOD-KAIROS REAL ESTATE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161321
- AdvisorCensus page: https://advisorcensus.com/firm/kairos-irvine-ca-161321

## Quick answers

**How is Kairos compensated?**
On its Form ADV (Item 5.E, October 2026), Kairos reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Kairos located?**
Kairos' principal office is in Irvine, CA, according to its Form ADV.

**Is Kairos registered with the SEC or a state?**
Kairos is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 161321.

**How much does Kairos manage?**
Kairos reports $897,240,576 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary).

**How have Kairos' assets and staff changed since 2021?**
In the Form ADV data for Kairos: Regulatory assets under management: $588,949,589 in the October 2021 data and $897,240,576 in the October 2026 data, up 52%. Total employees: 45 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kairos serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15).

**Does Kairos report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161321

**What changed in Kairos' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 20 to 22. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $897,240,576
- Discretionary: $861,898,223
- Non-discretionary: $35,342,353

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $897,240,576 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 50 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kimc.com
- LinkedIn @kimc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $588,949,589 | 45 | March 31, 2021 |
| October 2022 | $937,036,499 | 44 | March 31, 2022 |
| October 2023 | $1,147,237,515 | 48 | May 8, 2023 |
| October 2024 | $989,387,542 | 58 | March 28, 2024 |
| October 2025 | $992,312,340 | 52 | March 28, 2025 |
| October 2026 | $897,240,576 | 50 | March 30, 2026 |

Regulatory assets under management: $588,949,589 in the October 2021 data and $897,240,576 in the October 2026 data, up 52%.
Total employees: 45 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 20 to 22.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kairos (CRD 161321): Form ADV filing data as of October 2026.