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KAIROS INVESTMENT MANAGEMENT COMPANY, LLC, CRD 161321
IRVINE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Diana Yang | n/a | IRVINE, CA | 1 | 10 | 1 | yes |
| THOMAS PATRICK PORTER | n/a | IRVINE, CA | 0 | 13 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| KIMPACT EVERGREEN REAL ESTATE INVESTMENT FUND, LP | Real Estate Fund | $385M | Mar 28, 2024 | 553 | Mar 31, 2017 | reported | 021-268880 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND VIII, LP | Real Estate Fund | $214M | Mar 28, 2024 | 330 | Mar 31, 2021 | reported | 021-378542 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND VI, LP | Real Estate Fund | $85.2M | Mar 28, 2024 | 231 | Mar 29, 2018 | reported | 021-297249 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND IV, LP | Real Estate Fund | $44.7M | Mar 28, 2024 | 212 | Mar 31, 2015 | reported | 021-225565 |
| RS INVESTORS II, LLC | Real Estate Fund | $34.6M | Mar 31, 2015 | 27 | Feb 17, 2012 | dropped | 021-170628 |
| BALFOUR PLACE INVESTORS, LLC | Real Estate Fund | $30.9M | Mar 31, 2015 | 20 | Mar 31, 2015 | dropped | 021-216468 |
| CUSTOS INCOME AND GROWTH FUND I, LLC | Real Estate Fund | $28.0M | Mar 31, 2015 | 18 | Feb 17, 2012 | dropped | 021-170418 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND VI-B, LP | Real Estate Fund | $18.0M | Mar 28, 2024 | 85 | Mar 29, 2018 | reported | 021-297255 |
| HORIZON PARK INVESTORS, LLC | Real Estate Fund | $13.4M | Mar 31, 2015 | 6 | Feb 17, 2012 | dropped | 021-170538 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND VIII-B, LP | Real Estate Fund | $13.1M | Mar 28, 2024 | 43 | Mar 31, 2021 | reported | 021-378545 |
| BLINKERS CAPITAL INVESTORS, LLC | Real Estate Fund | $12.8M | Mar 31, 2015 | 9 | Mar 26, 2014 | dropped | 021-212182 |
| 581 MARKET STREET INVESTORS, LLC | Real Estate Fund | $8.2M | Mar 26, 2014 | 10 | Feb 17, 2012 | dropped | 021-170415 |
| THE LITTLE BROWN BOX PIZZA, LLC | Other Private Fund | $7.0M | Mar 26, 2014 | 20 | Mar 26, 2014 | dropped | 021-177002 |
| NINETEENTH AVENUE CORPORATE CENTER PARTNERS, LLC | Real Estate Fund | $6.8M | Mar 31, 2015 | 4 | Apr 1, 2013 | dropped | 021-192529 |
| MASSANDRA VIII HOLLYWOOD INVESTORS, LLC | Real Estate Fund | $6.6M | Mar 28, 2024 | 36 | Mar 30, 2023 | reported | 021-470287 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND IV-B, LP | Real Estate Fund | $5.5M | Mar 28, 2024 | 64 | Mar 31, 2015 | reported | 021-225567 |
| CHERRY CREEK PARTNERS, LLC | Real Estate Fund | $5.1M | Mar 31, 2015 | 3 | Mar 26, 2014 | dropped | n/a |
| CENTENNIAL OFFICE PARTNERS, LLC | Real Estate Fund | $4.3M | Mar 31, 2015 | 3 | Mar 26, 2014 | dropped | n/a |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND III, LLC | Real Estate Fund | $3.7M | Mar 28, 2024 | 85 | Feb 17, 2012 | reported | 021-170406 |
| REDWOOD-KAIROS REAL ESTATE VALUE FUND III-B, LLC | Real Estate Fund | $1.7M | Mar 28, 2024 | 88 | Mar 31, 2015 | reported | 021-235097 |
| KAIROS MANFORD PRIVATE EQUITY FUND I, LP | Private Equity Fund | $360,130 | Mar 28, 2024 | 57 | Mar 31, 2022 | reported | 021-418295 |
| CHAMONIX CAPITAL INVESTORS, LLC | Real Estate Fund | $95,450 | May 12, 2020 | 22 | Mar 26, 2014 | dropped | 021-212145 |
| EMPLOYEE INVESTMENT FUND, LLC | Real Estate Fund | $30,231 | Mar 28, 2024 | 17 | Feb 17, 2012 | reported | 021-170497 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTERGOTT, KURT, WADE | CHIEF FINANCIAL OFFICER | Na | yes | 08/2016 | Mar 31, 2017 | Mar 28, 2024 |
| CHANG, CARL, JIUN PEI | MEMBER, MANAGER | D | yes | 03/1999 | Mar 31, 2015 | Mar 28, 2024 |
| CHANG, CARL, JIUN PEI | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2010 | Mar 31, 2015 | Mar 28, 2024 |
| CHANG, DIANA, HUI-LAN | Member | D | yes | 03/1999 | Mar 31, 2015 | Mar 28, 2024 |
| CJPC, LLC | OWNER, KAIROS INVESTMENT MANAGEMENT COMPANY, LLC | E | yes | 01/2010 | Mar 31, 2015 | Mar 28, 2024 |
| NEEDELL, JONATHAN, ANDREW | OWNER, KAIROS INVESTMENT MANAGEMENT COMPANY; PRESIDENT, CHIEF INVESTMENT OFFICER | B | yes | 01/2010 | Mar 31, 2015 | Mar 28, 2024 |
| O'LAUGHLIN, JOHN, FRANCIS | GENERAL COUNSEL | Na | yes | 01/2010 | Mar 31, 2015 | Mar 28, 2024 |
| SOLID ROCK COMMERCIAL, LLC | MEMBER, MANAGER | D | yes | 04/2006 | Mar 31, 2015 | Mar 28, 2024 |
| TULL, ROBERT, STANLEY | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2024 | Jan 11, 2024 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ENERGY MANAGEMENT GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| K-M GP LTD | n/a | n/a | n/a | N | yes | n/a |
| KAIROS IMPACT GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| KAIROS SKK ENVIROKURE GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| REDWOOD REAL ESTATE PARTNERS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| REDWOOD-KAIROS IV GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| REDWOOD-KAIROS VI GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| REDWOOD-KAIROS VIII GP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $897M | $862M | 50 | 22 | 1 | 12 | n/a |
| 2024 | Mar 28, 2025 | $992M | $957M | 52 | 20 | 1 | 15 | n/a |
| 2023 | Mar 28, 2024 | $989M | $959M | 58 | 19 | 1 | 12 | $778M |
| 2022 | Mar 30, 2023 | $1.1B | $1.1B | 48 | 19 | 1 | 12 | $914M |
| 2021 | Mar 31, 2022 | $937M | $878M | 44 | 21 | 2 | 11 | $801M |
| 2020 | Mar 31, 2021 | $589M | $589M | 45 | 21 | 2 | 10 | $516M |
| 2019 | Mar 30, 2020 | $519M | $519M | 33 | 17 | 2 | 9 | $518M |
| 2018 | Mar 29, 2019 | $417M | $417M | 33 | 16 | 1 | 9 | $417M |
| 2017 | Mar 29, 2018 | $387M | $387M | 35 | 19 | 1 | 9 | $387M |
| 2016 | Mar 31, 2017 | $306M | $306M | 26 | 18 | n/a | 7 | $306M |
| 2015 | Mar 29, 2016 | $222M | $222M | 21 | 10 | n/a | 6 | $139M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 50.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $897M | $992M | -9.6% | $1.1B | -7.9% | 50 | 52 | 1 | 1 |