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Building 2KAIROS

Map pinIRVINE, CA
Phone949-709-8888
NotebookSEC #801-88197
Total AUM
$897.2M
Employees
50
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18101 VON KARMAN AVENUE
SUITE 1100
IRVINE
CA 92612
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
949-709-8888
Other Offices
1

ReceiptFinancials

Total AUM
$897.2M
Accounts
15
Discretionary
$861.9M
Accounts
13
Non-Discretionary
$35.3M
Accounts
2

ContactClients

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Pooled Vehicle Clients
15
AUM
$897.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF CAPITAL INVESTED OR COMMITTED

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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