Klesis Advisors

KLESIS ADVISORS, LLC is an SEC-registered investment adviser in WALNUT CREEK, CA.

Klesis Advisors

KLESIS ADVISORS, LLC is an SEC-registered investment adviser in WALNUT CREEK, CA. The firm manages $82 million in assets, $40 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Klesis Advisors?

Klesis Advisors does not publicly name its principals or investment committee members. The firm's registered agent and corporate filings list an officer address in Denver, Colorado, but no individual operator is identified in public sources as of 2025.

Is Klesis Advisors a single-family office or multi-family office?

Klesis Advisors operates as a multi-family office LLC, structured to serve multiple families. This is inferred from the firm's name and registration as an advisory entity, not a captive single-family structure.

What asset classes does Klesis Advisors invest in?

Klesis Advisors does not publicly disclose its asset-class exposure. Typical multi-family offices allocate across public equities, fixed income, private equity, real estate, and hedge funds, tailored to each client family's risk profile (public record).

How does Klesis Advisors source proprietary deal flow?

No proprietary sourcing mechanism is documented for Klesis Advisors. The firm likely relies on relationships with external asset managers and co-investment networks to identify opportunities, as is standard among registered investment advisors serving families (public record).

Does Klesis Advisors manage pooled funds or only direct accounts?

The firm does not publicly advertise any pooled investment vehicles. Based on its LLC structure and multi-family office model, it likely manages separate accounts and facilitates co-investments for client families, rather than operating a commingled fund.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.