Kairos
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$897,240,576
Total clients
0
Total advisors
2
of 50 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Kairos manages pooled real estate investment vehicles on behalf of institutional and pooled clients rather than individual investors, reporting about $992 million in regulatory assets under management and a ~20-person investment team. The firm provides end-to-end investment management for funds, including sourcing, underwriting, asset management, and ancillary services disclosed in Item 5 such as legal, construction management, and servicing for portfolio companies.
The firm’s approach emphasizes value-based, opportunistic investments across the capital structure in off‑market and undervalued transactions typically sized between roughly $5 million and $45 million, with sector experience in grocery- and pharmacy-anchored retail, medical offices, industrial, multifamily (including student housing), and CMBS. Kairos combines top‑down market analysis with bottom‑up underwriting and tactical asset management to pursue cash flow and long‑term value enhancement, and discloses valuation and portfolio review processes (including a Valuation Committee and quarterly reviews).
Compared with many peers, Kairos discloses a greater breadth of fee-generating in‑house and affiliated services (including an affiliated property management firm and staff-provided legal and construction management) and describes specialized vehicles such as a Kimpact fund focused on affordable housing with a dedicated impact program manager and associated program expenses. The firm’s brochure and materials also reference third‑party ratings and describe marketing arrangements with an unaffiliated broker‑dealer (Foreside) for licensing certain employees as registered representatives, a set of practices that is less common among similar investment managers.
Client services
Expertise
Fee options
One Client pays a fixed annual management fee amount, paid annually in arrears.
Approximately 1.5% management fee on capital contributions, paid quarterly in advance, but can vary between Clients (some as low as 0.80%)
Performance fees typically range from 10% to 25% of realized profits after a preferred return; one Client pays 20% of total Fund return subject to a 6% hurdle and catch-up provisions.
Account minimum: Minimum investment or commitment amount is not explicitly stated as a single amount in the brochure, but it mentions that Clients typically focus on transactions ranging from approximately $5,000,000 to $45,000,000. Also, each Investor in the Funds is required to meet suitability requirements and commit a minimum amount as outlined in each Fund’s Governing Documents, which is not specified here. Therefore, account_minimum is null.
Main office location
Kairos
18101 Von Karman Avenue, Suite 1100
Irvine CA 92612, United States
Number of offices
2
Most active in
California · Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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