Updated:
KOI Portfolio Management, LLC
KOI Portfolio Management, LLC is an SEC-registered investment adviser with $63 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
KOI Portfolio Management, LLC is an SEC-registered investment adviser with $63 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
Does KOI Portfolio Management, LLC make direct investments or operate as a fund-of-funds?
There is no public evidence of direct investments or fund commitments. The firm's investment vehicle preference—if any—remains undisclosed. Without transaction history, its posture toward external GPs or internal managers is unknown.
What is the known posture of KOI Portfolio Management, LLC on co-investments?
No information exists regarding co-investment preferences. The firm has not reported any co-investment activity alongside GPs or other family offices. Its stance on partnership deals is a matter of speculation without public documentation.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research KOI Portfolio Management, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.