KAINOS CAPITAL LP

C35
CRD 165607·SEC 801-77307·DALLAS, TX
AUM
$1.81B
$1B+
Est. Revenue
$18.1M
@ 1% on AUM
Est. EBITDA
$5.4M
@ 30% margin
Est. Deal Value
$43.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAINOS CAPITAL LP
CRD
165607
SEC file #
801-77307
EIN
DBA names
Kainos (tx) Capital Lp

Economics

AUM
$1.81B
AUM band
$1B+
AUM trajectory
'20'26
$2.02B → $1.81B▼ -10%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
25
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
16 advisors → 25 advisors▲ +56%
Primary office
DALLAS TX
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/09/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROSEN, ANDREW, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
ROSEN, ANDREW, SCOTT
ELLIOTT, KEVIN, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kainos.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan20
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6019860
Trust Company Affiliate
No