# KAIROS INVESTMENT MANAGEMENT COMPANY, LLC

KAIROS INVESTMENT MANAGEMENT COMPANY, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 161321
- Type: SEC-registered investment adviser
- SEC file number: 801-88197
- Location: 18101 VON KARMAN AVENUE, SUITE 1100, IRVINE, CA, 92612
- Phone: 949-709-8888
- Latest filing: 2026-03-30
- Regulatory AUM: $897.2M
- Discretionary AUM: $861.9M
- Non-discretionary AUM: $35.3M
- Clients: 50
- Accounts: 15

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Robert Stanley Tull | CHIEF COMPLIANCE OFFICER | — |
| Jonathan Andrew Needell | OWNER, KAIROS INVESTMENT MANAGEMENT COMPANY; PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| Carl Jiun Pei Chang | CHIEF EXECUTIVE OFFICER; MEMBER, MANAGER | — |
| John Francis O'Laughlin | GENERAL COUNSEL | — |
| Diana Hui-Lan Chang | MEMBER | — |
| Kurt Wade Altergott | CHIEF FINANCIAL OFFICER | — |
| Jonathan Ambrose Macdonald | CHIEF LEGAL OFFICER | — |
| CHANG PEI | CHIEF EXECUTIVE OFFICER; MEMBER; MEMBER, MANAGER | — |
| TULL ROBERT STANLEY | CHIEF COMPLIANCE OFFICER | — |
| NEEDELL JONATHAN ANDREW | CHIEF FINANCIAL OFFICER, OWNER; CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER, OWNER; MEMBER, MANAGER (+4 more) | — |
| CHANG CARL | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| O'LAUGHLIN JOHN | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| CHANG MICHAEL TP | LIMITED PARTNER; PARTNER | — |
| CHANG DIANA | MEMBER | — |
| CHANG JOE | SHAREHOLDER | — |
| CHANG BETTY | SHAREHOLDER | — |
| FARR BRIAN WESLEY | CHIEF FINANCIAL OFFICER | — |
| ALTERGOTT KURT WADE | CHIEF FINANCIAL OFFICER | — |
| O'LAUGHLIN JOHN FRANCIS | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; GENERAL COUNSEL | — |
| Needell Christine Power | MEMBER | — |
| LEWIS HEATHER SHERMAINE | CHIEF COMPLIANCE OFFICER | — |
| CHANG DIANA HUI-LAN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/161321/brochure
- Similar advisers: https://search.stillhousedata.com/firm/161321/similar
- Related entities: https://search.stillhousedata.com/firm/161321/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/161321

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.