KAINOS (TX) CAPITAL LP
Latest filing: Mar 27, 2025 (102 days ago)
AUM
$1,834,570,051
-7% change vs. 1 year ago
-24% change vs. 3 years ago
-36% change vs. 5 years ago
87% change vs. 10 years ago
Employee Count
25
0% change vs. 1 year ago
4% change vs. 3 years ago
4% change vs. 5 years ago
79% change vs. 10 years ago
Main Office
DALLAS, TX
2100 MCKINNEY, DALLAS, TX, UNITED STATES, 75201
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.0 |
| Total | $1.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.8 |
| Institutional | $0.0 |
| Total | $1.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KCP GP III LP | $0.0 | - | |
| KAINOS GP II LLC | $0.0 | - | |
| KCP II GP LP | $0.0 | - | |
| G2G KBS GP LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| NEISEL, WILLIAM, GERALD | TREASURER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY |
| KNICKEL, DAVID, WILLIAM | VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND SECRETARY |
| ROSEN, ANDREW, SCOTT | MANAGING PARTNER, SHAREHOLDER |
| SPERRY, ROBERT, WILLIAM | PARTNER, SHAREHOLDER |
| HOPKIN, DANIEL, JOHN | PARTNER |
| ELLIOTT, KEVIN, EDWARD | PARTNER |
| DESAI, JAY, JITENDRA | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ANDREW ROSEN | DALLAS | TX | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.8 | $0.0 | 0% | 25 | 0 | 0% |
| 2025-04-21 | $1.8 | $0.0 | 0% | 25 | 0 | 0% |
| 2024-04-02 | $2.0 | -$0.1 | -7% | 25 | 0 | 0% |
| 2023-04-04 | $2.0 | -$0.2 | -8% | 24 | 1 | 4% |
| 2022-04-01 | $2.4 | -$0.6 | -24% | 24 | 1 | 4% |
| 2021-04-05 | $2.6 | -$0.8 | -29% | 25 | 0 | 0% |
| 2020-04-01 | $2.9 | -$1.1 | -36% | 24 | 1 | 4% |
| 2019-04-01 | $2.0 | -$0.2 | -9% | 22 | 3 | 14% |
| 2018-04-02 | $2.6 | -$0.8 | -29% | 21 | 4 | 19% |
| 2017-04-01 | $2.1 | -$0.2 | -12% | 18 | 7 | 39% |
| 2016-04-01 | $1.4 | $0.4 | 29% | 16 | 9 | 56% |
| 2015-04-01 | $1.0 | $0.9 | 87% | 14 | 11 | 79% |
| 2014-04-01 | $1.1 | $0.8 | 71% | 15 | 10 | 67% |
| 2013-04-01 | $0.7 | $1.1 | 160% | 15 | 10 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, TX-03/31/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV