DY

Diana Yang

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$55.1M average
Assets Under Management
$992.3M

Fee Structure

Financial Planning:Investment management only

Kairos receives management fees, carried interest allocations, and/or performance fees. Management fees are typically 1.5% of capital contributions, paid quarterly in advance. Performance fees typically range from 10% to 25% of realized profit after a preferred return is paid to investors. Kairos also receives fees related to the investigation, selection, sourcing, origination, acquisition, management, or disposition of real property, debt, mezzanine loans or preferred equity investments. Servicing start-up fees range from 0.5% to 1.5% of the investment amount. Origination fees are generally 1.0% of the loan amount. Due diligence fees are generally 1.0% of the investment amount. Ongoing servicing fees average 0.4% of the loan or equity investment.

Areas of Practice
Real Estate Investing
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Advisor Information

Office location

18101 Von Karman Avenue, Suite 1100, Irvine, CA, 92612

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Diana is a Managing Director at Kairos Investment Management Company, LLC, focusing on investor relations and business development since October 2024, dedicating full-time hours. She is also a Registered Representative of Foreside Fund Services, LLC.

Employment History
Current Registrations
Kairos
January 2025 - Present · 1 yr
Foreside Fund Services, LLCBroker
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Blackrock Investment Management, LLC
August 2023 - November 2024 · 1 yr 3 mos
Blackrock Investments, LLCBroker
March 2023 - November 2024 · 1 yr 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.