# Cosmos Wealth

Cosmos Wealth is a Multi Family Office based in La Jolla, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** cosmoswealth.com

## Regulatory record

- **CRD number:** 341781
- **SEC file number:** 801-136379
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/341781

## About

COSMOS WEALTH, LLC is an SEC-registered investment adviser in LA JOLLA, CA, registered since 2026. It has 2 employees and 2 investment advisers. The firm is based in California.

## Questions

### How does Cosmos Wealth source deal flow?

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.

### Does Cosmos Wealth make fund commitments or only direct deals?

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.

### What investment stages does Cosmos Wealth typically target?

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.

### How is Cosmos Wealth regulated?

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.

## Related profiles

- [Bay Pointe Wealth](https://altss.com/profile/bay-pointe-wealth-llc)
- [Zentis Capital Management](https://altss.com/profile/zentis-capital-management)

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Last updated: 2026-07-06T01:24:14.786Z

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