Kosmos Management LLC
SEC RegisteredAbout the firm
Kosmos Management is an Investment Advisor registered with the SEC since 2012. Kosmos utilizes a patented and proprietary investment strategy in the individual life insurance market. Kosmos continuously seeks innovative, evolving opportunities in the secondary individual life insurance market.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Patented and proprietary investment strategy (Paired Policy investment strategy, covered by U.S. Patent 8,346,648) in the individual life insurance market, specifically the secondary individual life insurance market.
Who they serve
Pension, endowment, foundation, and insurance companies globally.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 12 | $2.2B |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kosmos Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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