Cosmos Wealth

The firm sources deal flow through its network of existing GP relationships, co-investment partners, and referrals from client families. Investment opportunities are screened by the team and presented to clients for participation on a deal-by-deal basis. Cosmos Wealth targets direct investments in private equity, venture capital, and private real estate.

Cosmos Wealth makes both fund commitments and direct co-investments. It allocates client capital to external fund managers across asset classes like private equity and real estate, while also sourcing direct deal opportunities for families. The firm often pools capital from multiple clients to meet minimum investment thresholds for direct transactions.

Cosmos Wealth generally targets growth-stage and buyout private equity, as well as private real estate. The firm also participates in venture capital through fund commitments, but direct co-investments tend to focus on later-stage, cash-flowing businesses. Stage preference aligns with capital preservation and risk-adjusted returns.

Cosmos Wealth is registered with the Securities and Exchange Commission (SEC) as an investment advisor under the Investment Advisers Act of 1940. As a registered investment advisor (RIA), the firm is subject to periodic examinations and disclosure requirements. Its ADV filings are public.