# KOI Portfolio Management, LLC

KOI Portfolio Management, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 310421
- **SEC file number:** 801-119494
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310421

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:19.778Z

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