Firm profile

KAIROS

IRVINE, CACRD 161321Latest ADV March 30, 2026

Kairos is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 30, 2026, reports $897M in regulatory assets under management, 50 employees, 1 office, and 15 accounts.

Assets Under Management
$897M
Employees
50
Offices
1 office
Total Clients
15
Primary office
IRVINE, CA
18101 VON KARMAN AVENUE, SUITE 1100, IRVINE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(949) 709-8888
WebsiteNot reported
LinkedInNot reported

Leadership

4 roles identified
CEOCarl J. P. Chang
CCORobert S. Tull
CFOKurt W. Altergott

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
15

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$897Mas of March 30, 2026
Discretionary96.1%
$862M
96% of total RAUM96.1%
Non-discretionary3.9%
$35M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$897M
Total Accounts15
10Y AUM Change+$591M (+193.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees50
Clients per Employee0:1
10Y Employee Change+24 (+92.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.