Two roads diverged in a wood, and I —
I took the one less traveled by,
and that has made all the difference.

Robert Frost

Two roads diverged in a wood, and I —
I took the one less traveled by,
and that has made all the difference.

Robert Frost

Solving the quest for capital raising and capital allocation.

The bridge between investors and investment managers

Kuros

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 —

Capital Introduction - Kuros Associates is a fee-based capital introduction company and investment management consultant firm focused on servicing talented capital managers while at the same time delivering top-quality investment ideas to capital allocators.
Thereby, we are directly compensated by managers in need of growing their business but ultimately sustained in the long run by asset allocators looking for consistent investment solutions. Our final goal is to improve the efficiency of the capital flow and alignment between investors and their managers.

Third-party Investments - Our expertise encompasses both capital placement and investments analysis, two elements that for us must move on parallel rails. We continuously keep an open dialogue with our investors, while we independently execute in-depth research and due diligence to select best-in-breed managers and investment originators ready to invest new capital.

Consultancy - At Kuros Associates we have four due diligence pillars: Structural, Operational, Human and Financial. However, they all trace back to a simple question that we all ask to ourselves: given at least a medium-term horizon, would we invest our own money into this opportunity in the first place? And if the answer is a firm YES, we then move on to match managers and investors.

To think different - Kuros Associates endeavours to spark cultural change and to improve the capital allocation dynamics of the Investment Management industry through its unique networks of capital managers and investors.

To stay independent - We firmly believe value hides into niche and nibbles, and that over time independent investment managers and companies will be superior investment solutions than their 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.

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.

The Company - Kuros Associates is an FCA regulated firm founded in 2017 and operating in the Investment Management sector with a strong focus on independence, innovation and cultural change. Our business pivots on activities such as asset management consultancy, managers selection and due diligence, strategic capital introduction and assets raising.

The Associates - Our Associates team is formed by highly skilled personnel, all characterised by multidimensional experiences developed within both the financial and industrial markets. One of our key distinctive factors, comes from the fact that both our personal and professional backgrounds have been widely exposed to the complexities linked to family wealth preservation and investments selection, the reason why we pride ourselves in having an excellent understanding of how to navigate these spaces contingently.

The Network - Our network is comprised predominantly of institutional allocators within the Single and Multi-Family Offices space and of capital managers and companies that are independent from major financial institutions.

The Bridge - At Kuros Associates we search, research and match! Our purpose is to bridge the gap between talented investment managers, companies and investors looking for superior services, interest alignment and top-standards investment opportunities.

Expertise

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 —

At Kuros Associates we strongly wanted to keep it simple: no hidden fees and full transparency. That is why we decided to adopt a marketplace model that has positive financial impact on both sides of the capital flow spectrum. In fact, Kuros is ultimately compensated by the capital manager but the only way to make the business sustainable in the long run is to select great opportunities that are difficult to reach for our investors, whom by the way will also enjoy the benefit of FREE a research service: there must never be an additional cost for any investors that decides to allocate with us.

A wide range of activities within investment decision making, capital introduction and investment consultancy.

To be a solid bridge between investors and investment managers helping both ends to find a trusted business partner.

Growth-Funds

GF is our primary business line through which we partner-up with third-party fund managers willing to expand their assets under management and increase their investors base. Our key distinguishing factor is that we focus on institutional and professional investors within the Wealth Management space (predominantly SFOs and MFOs). Kuros Associates expertise ranges through:

Growth-Capital

GC runs as a stand-alone business line within our prime third-party club deals platform open to a selected number of investors and originators. We select and onboard the best Private Equity, Venture Capital and Real Assets investment opportunities originated by our networks of investors and sponsors. KurosAssociates expertise ranges through:

Growth-Investments

GI is organised separately from GF and GC, although it benefits dramatically from the economics of knowledge deriving from the previous two. Within GI, we focus on supporting Independent Wealth Managers, Single and Multi-Family Offices with services such as advisory on managers selection, funds due diligence, portfolio diversification and asset allocation consultancy. In these respects, we avoid any conflict of interests with the final client by setting up a Chinese Wall between GI and our managers within GF and GC. 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 KurosAssociates our culture sets through 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 very 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 once again to take "the road less travelled by" 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. More in details, we are specialised in covering internationally investors such as Fiduciaries, Trusts and, above all, Single and Multi-Family Offices.

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 shreds of 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 and class acts. Namely, independent managers that are capable of delivering a superior customer experience and/or a fairer performance generation to their investors, both in terms of pricing and average returns - what internally we 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.

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