KAIROS LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KAIROS LLC is an investment manager that primarily provides discretionary investment management for pooled investment vehicles and institutional accounts, as described in its Form ADV brochure. The brochure also indicates the firm serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, a client mix that is uncommon for firms in this category.
The firm’s materials describe its methods of analysis and investment strategies (Item 8) and note that it operates with discretionary authority over the accounts it manages (Item 16). KAIROS reports charging fees based on a percentage of assets under management, which aligns with common practice among investment managers.
Distinctive features include the firm’s small scale—approximately $943,658 in regulatory assets under management and a single advisory professional—while managing pooled/institutional mandates and accepting individual clients. The Form ADV also documents governance and conflict‑management elements such as a code of ethics and disclosure practices (Items 11 and 14), which the firm uses to address the breadth of its client base.
Client services
Fee options
$0 - $249,999: Not accepted (minimum $250,000) $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000+: 0.75%
Account minimum: $250,000
Main office
Orange VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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