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KOSMOS MANAGEMENT LLC

SEATTLE, WA · CRD 164712 · IAPD ↗ · kosmosllc.com · 206-624-8111

$2.21BRegulatory AUM
7Advisory reps
34Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — KOSMOS MANAGEMENT LLC reported RAUM up 37% ($1.61B -> $2.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — KOSMOS MANAGEMENT LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.