Kairos Investment Management Company, Llc
- Regulatory AUM
- $897M
- Discretionary
- $862M
- Clients
- 15
- Avg AUM / client
- $59.8M
- Accounts
- 15
- Employees
- 50
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $897M | 100.0% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $778M combined gross assets
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chang, Carl, Jiun Pei | Chief Executive Officer | Mar 1999 (27y) | ≈ 18.75% – 56.25% via Solid Rock Commercial, Llc | |
| Chang, Diana, Hui Lan | Member | Mar 1999 (27y) | ≈ 18.75% – 56.25% via Solid Rock Commercial, Llc | |
| Needell, Jonathan, Andrew | Owner, Kairos Investment Management Company; President, Chief Investment Officer | Jan 2010 (17y) | 10% – 25% | |
| O'laughlin, John, Francis | General Counsel | Jan 2010 (17y) | Less than 5% | |
| Altergott, Kurt, Wade | Chief Financial Officer | Aug 2016 (10y) | Less than 5% | |
| Tull, Robert, Stanley | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Diana Yang | Registered representative | Jan 2025 (2y) | ||
| Thomas Patrick Porter | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cjpc, Llc | Owner, Kairos Investment Management Company, Llc | Jan 2010 | A | 75% or more |
| Solid Rock Commercial, Llc | Member, Manager | Apr 2006 | B | ≈ 37.5% – 75% via Cjpc, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chang, Carl, Jiun Pei: 50% – 75% of Solid Rock Commercial, Llc × 50% – 75% of Cjpc, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Chang, Diana, Hui Lan: 50% – 75% of Solid Rock Commercial, Llc × 50% – 75% of Cjpc, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Solid Rock Commercial, Llc: 50% – 75% of Cjpc, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $778M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kimpact Evergreen Real Estate Investment Fund, Lp | Real Estate Fund | $385M | $500K | 553 |
| Redwood Kairos Real Estate Value Fund Viii, Lp | Real Estate Fund | $214M | $1.0M | 330 |
| Redwood Kairos Real Estate Value Fund Vi, Lp | Real Estate Fund | $85.2M | $1.0M | 231 |
| Redwood Kairos Real Estate Value Fund Iv, Lp | Real Estate Fund | $44.7M | $500K | 212 |
| Redwood Kairos Real Estate Value Fund Vi B, Lp | Real Estate Fund | $18.0M | $1.0M | 85 |
| Redwood Kairos Real Estate Value Fund Viii B, Lp | Real Estate Fund | $13.1M | $1.0M | 43 |
| Massandra Viii Hollywood Investors, Llc | Real Estate Fund | $6.6M | $250K | 36 |
| Redwood Kairos Real Estate Value Fund Iv B, Lp | Real Estate Fund | $5.5M | $500K | 64 |
| Redwood Kairos Real Estate Value Fund Iii, Llc | Real Estate Fund | $3.7M | $250K | 85 |
| Redwood Kairos Real Estate Value Fund Iii B, Llc | Real Estate Fund | $1.7M | $250K | 88 |
| Kairos Manford Private Equity Fund I, Lp | Private Equity Fund | $360K | $250K | 57 |
| Employee Investment Fund, Llc | Real Estate Fund | $30.2K | $10.0K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF CAPITAL INVESTED OR COMMITTED
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗