Building relationships,
one investment at a time.

Building relationships,
one investment at a time.

Building relationships, one investment at a time.

The bridge between investors and investment managers

About Us

You may say I'm a dreamer
But I'm not the only one
I hope someday you will join us.
— John Lennon —
You may say I'm a dreamer
But I'm not the only one
I hope someday you will join us.
— John Lennon —
You may say I'm a dreamer
But I'm not the only one
I hope someday you will join us.
— John Lennon —

Our Company - Kuros Associates is an FCA regulated firm founded in 2017 with a precise goal to improve the inefficiencies and faults of the financial and asset management industry at large. To do this, we incorporated our business as an open platform where innovative and carefully selected investment opportunities can reach institutional and professional investors. Our aim is to solve the main issues tied to dealing with old fashioned big banks and asset management firms.

Our Team - We call ourselves Associates to hint how strong and devoted to our clients our partnership is and to show our belief that the only real bosses we have are our clients. Kuros Associates harbours the talent of highly skilled people, all characterised by multidimensional backgrounds developed inside and outside the financial industry.

Our Platform - Our investors’ network is comprised of by institutional and professional allocators geographically disposed on a global scale and with an emphasis on Single and Multi-Family Offices. On the other side of the spectrum, our network of fund managers and private companies welcomes only the best and brightest, for our long term survivorship is firmly entwined with the performance of the investment ideas that we sponsor.

Capital placement and financing (Institutional Clients) - Kuros Associates is a fee-based capital introduction and asset management advisory firm. We specialise in providing capital to fund managers, as well as to private companies, and in delivering top-quality investment ideas to capital allocators. Independency and allignment of interests ar the two keys to our success. Therefore, we firmly avoid undisclosed cross-selling practices, as we are directly compensated only by managers or investors. Our ultimate goal is to improve the capital flow efficiency within the financial industry, whilst promoting the alignment between investors and their investment managers.

Asset Management (Institutional Clients) - Our expertise encompasses areas such as fund and company structuring, capital placement, project management and investments analysis. Our cross-asset and cross-capability approach makes us the perfect one-stop-shop for independent funds and companies willing to grow their businesses. We believe that to ensure highest chances of success we must constantly keep an open dialogue with our investors and managers, while we independently execute in-depth research and due diligence to select ‘best-in-class’ across sectors and countries.

Investment Advisory (Private Clients) - At Kuros Associates we tailor all our activities on the needs of our clients. Accordingly, we designed a perfect program for professional and qualified investors to create an investment and wealth management programme suited to their persona, psychology and lifestyles. Additionally, we have devised four proprietary due diligence pillars: Structural, Operational, Human and Financial, which help us to deliver the highest quality solutions to our clients. At the base of this complex process, there is however one simple question that we ask ourselves: “would we invest our own money into this opportunity? Only if the answer is a firm ‘YES’, do we then move on to advise our clients.

To change the status-quo - Today big banks and fund houses rule the asset and wealth management industries. They provide standardised investment solutions without caring to truly understand the different needs of their final investors. We want to change this! Our purpose is to improve the customer experience of capital allocators by scouting talented managers that are deeply driven to excellence in what they do.

To think different - We saw the flaws and imperfections of the big corporations and big banks from the inside and we decided to find a solution, a more human approach. Our goal is to improve the capital allocation dynamics of the Investment Management industry through its unique networks of capital managers and investors. Ultimately providing a platform where talented fund managers and idea-starving investors may meet in the highest possible alignment of interest.

To stay independent - We firmly believe that value hides into the niche and nibbles, for overtime smaller independents will be superior investment solutions than their outsized sector incumbents. It is on the back of this conviction that we went on a mission to promote these independents to asset allocators, with Kuros Associates always being a trusted and proactive point of contact between the two.

Services

The goal as a company is to have customer service
that is not just the best but legendary.
— Sam Walton —
The goal as a company is to have customer service that is not just the best but legendary.
— Sam Walton —

Free from the obstacles typical of the larger organisations, at Kuros Associates we are able to provide services that are more tailored to our clients' needs. Our investment selection and distribution processes provide a holistic approach that allows our clients to avoid inefficiencies and to stay focussed on their main businesses.

At Kuros Associates we believe that standardised products aren’t what our clients are looking for and we decided to build a platform where the best independent and upcoming investment solutions can meet with the most suitable and needful investors.

Growth-Fund & Growth-Capital (Sell-side) - Our mandate may change depending on our clients' needs, however, we always charge investment managers and private companies a base monthly or quarterly fee plus a variable fee linked to our performance in terms of assets raised and new allocations generated.

Growth-Invest (Buy-side) - At Kuros Associates we strongly wanted to reform Wealth and Asset Management by keeping it simple: no hidden fees, actual tailoring and full transparency. That is why we decided to adopt a fully bespoke pricing model tailored to each of our client's needs, mandates and AUMs. We start by sitting down with our clients and deciding what the expect and what they want to avoid with the stewardship of their capital, and only then we propose a suitable management and/or performace fee for our services.

Growth-Funds

GF is the business line through which we partner-up with third-party fund managers keen to expand their AUMs and to increase their investor base. Our key distinguishing factor in fund distribution is that we focus on institutional and professional investors within the Wealth Management space (predominantly Single and Multi-Family Offices). Within GF, Kuros Associates' expertise ranges through:

  • Gf - Fund Surveying & Investors research
  • Gf - Fund Structuring & Seeding
  • Gf - Fund Launch & Roadshow
  • Gf - Fund Marketing & Placing
  • Gf - Fund IR & Business Development
  • Gf - Fund Surveying & Investors research
  • Gf - Fund Structuring & Seeding
  • Gf - Fund Launch & Roadshow
  • Gf - Fund Marketing & Placing
  • Gf - Fund IR & Business Development

Growth-Capital

GC is our prime club deals platform open to a handpicked number of investors and originators. We select and onboard the best Private Equity, Venture Capital and Real Assets investment opportunities originated by our network of investors and sponsors. Within GC, Kuros Associates' expertise ranges through:

Growth-Investments

GI is our unique buy-side practice, which runs as a stand-alone business, separate from GF and GC in order to promote transparency, avoid double-charging and eliminate conflicts of interest. Kuros Associates focusses on supporting both institutional and qualified HNWI with its advisory services such as investment and wealth management, fund selection, private deals due diligence, portfolio diversification and asset allocation consultancy. Within GI, Kuros Associates' expertise ranges through:

Associates

We make a living by what we get,
but we make a life by what we give.
— Winston Churchill —
We make a living by what we get, but we make a life by what we give.
— Winston Churchill —

At Kuros Associates our culture is based on absolute meritocracy, hard-core entrepreneurial spirit, cultural evolution and passion for excellence, all elements indispensable to attract driven and talented people willing to perform at their absolute best for our clients.

At Kuros we all are Associates of our Managers and Investors, the only hierarchy that counts is how well each of us can be of service to them.

At KurosAssociates we firmly believe that there are no great companies without great people.

Team

Managers

Making money is art, and working is art -
and good business is the best art.
— Andy Warhol —
Making money is art, and working is art - and good business is the best art.
— Andy Warhol —

Understanding your needs

We know how difficult it is to simultaneously run a company, an investment strategy, and their marketing activity. Different sets of priorities come in the way and managing the whole process becomes an additional challenge. This is why we decided to focus on helping investment managers to improve their business development efforts. With experience spanning from fund seedings to capital increases, and expertise ranging from daily-liquidity UCITS funds to alternative investments, Kuros Associates is a one-stop-shop for asset managers and companies willing to grow. Our mission is to help managers and companies to venture outside their current networks and to align and foster their relationships with their investors.

Fund placement track record:

  • Relative Value Commodities Hedge Fund
  • Deep Value Italian Small and Micro-Cap UCITS Fund
  • Private Lending and Credit AIF Fund
  • Global Equity Consumers Thematic UCITS Fund
  • Global Macro Multi-Asset AIF Fund

Co-investments track record:

  • Series-D American drug-delievery company
  • Pre-IPO American Agrotech company

Our network

Staying true to our business philosophy, which motivates us to make a positive impact in the financial industry, at Kuros Associates we decided to once again to take ‘the road less travelled’ and to focus our coverage on professional investors within the Family Offices and Private Wealth Management space, which today represents roughly 80% of the world's wealth. Although our specialty lies in covering international Single and Multi-Family offices, we also cover fiduciaries and trust.

For more information please email us directly at info@kurosassociates.com

Investors

Not everything that can be counted counts,
and not everything that counts can be counted.
— Albert Einstein —
Not everything that can be counted counts, and not everything that counts can be counted.
— Albert Einstein —

Understanding your needs

Allocators and investors are in the Asset Management marketplace to seek performance generators. Moreover, whether these are beta or alpha-oriented, we have seen through historical data and empirical evidence that independent upcoming managers will outperform their sector incumbents most of the time. Unfortunately, the buy-side is dramatically skewed toward the big and established players: fund houses and deal sponsors priding themselves of interest alignments with their investors, when on the contrary they are forced by their bulky structures to promote sub-efficient solutions for their clients. However, this is not for us, and that is why at Kuros Associates we aim to dig into the niches of the market in order to select quality businesses and class acts. Namely, independent managers capable of delivering a superior returns both in terms of pricing and above average returns coupled with excellent customer experience what we internally learned to call ‘niche alpha’.

Investment solutions

Kuros Associates has expertise in a wide range of investment solutions and asset classes suitable for professional and institutional investors seeking asset allocation and portfolio diversification. In the fund's field, we decided to focus on both traditional and alternative capital managers with funds AUMs in the range of US$ 100 to 500 Million. Also, within the alternative investments space, we have established a network of sophisticated single-deal sponsors, and originators, utilising a club deal framework. Here we decide to focus predominantly on Private Equity, late-stage Venture Capital and Real Estate, with deal sizes in the range of US$ 5 to 50 Million.

How we differentiate

Our backgrounds and focus on the private investment offices space allow us to develop and foster relationships that are uncanny in our industry. Our investor's nature demands us to work with them by being trusted advisors rather than just third-party agents, and this for the more significant benefit of all the parties involved in doing business with us.

For more information please email us directly at info@kurosassociates.com

Fund selection process

In-depth manager due diligence and analysis.

1. Initial sourcing and pre screening:

Having a unique network of independent CIOs and professional allocators ensures that we have a high-quality of names in the pipeline.

2. Additional screening:

Shortlisting managers based on track record, fund structure, legal documents, corporate governance and suitability with our investors.

3. Conference call with the manager:

Using our proprietary DDQ template and psychological questionnaires.

4. On-site visit, meeting in person with the manager:

Travelling globally to their offices in order to do in-depth onsite operational due diligence and personal acquaintance.

5. Final due diligence review with our investors:

Presenting our results to our investors and work out the best entry point in time.

6. Investment and monitoring:

Spreading the allocation over several months instead of all-in from day one. At Kuros, we pride ourselves on being the stewards of your capital and in order to do this, we invest in a prudent manner. After the allocation has been made, we conduct periodic follow ups and monitor the manager.

Login

If the doors of perception were cleansed
everything would appear to man as it is, infinite.
— William Blake —
Login doors