Thomas Patrick Porter
Professional Summary
Thomas Patrick Porter, who also goes by Thomas Porter, Tom Porter, is a registered financial advisor currently at KAIROS located in Irvine, California and FORESIDE FUND SERVICES, LLC located in Irvine, California. Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Thomas has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas Porter, Tom Porter
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
KAIROS | REDWOOD-KAIROS REAL ESTATE PARTNERS | REDWOOD-KAIROS REAL ESTATE | REDWOOD-KAIROS IV GP, LLC (RELYING ADVISER) | REDWOOD REAL ESTATE PARTNERS, LLC (RELYING ADVISER) | REDWOOD REAL ESTATE PARTNERS, LLC | REDWOOD REAL ESTATE PARTNERS | KIMC | KAIROS INVESTMENT MANAGEMENT COMPANY, LLC | KAIROS IMPACT GP, LLC (RELYING ADVISER)
Contact Information
Main Address
18101 Von Karman Avenue Suite 1100, Irvine, CA 92612Phone Number
(949) 709-8888# of Employees
50SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
15AUM (Assets Under Management)
$897,240,576Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 3/31/2015 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
KAIROS | REDWOOD-KAIROS REAL ESTATE PARTNERS | REDWOOD-KAIROS REAL ESTATE | REDWOOD-KAIROS IV GP, LLC (RELYING ADVISER) | REDWOOD REAL ESTATE PARTNERS, LLC (RELYING ADVISER) | REDWOOD REAL ESTATE PARTNERS, LLC | REDWOOD REAL ESTATE PARTNERS | KIMC | KAIROS INVESTMENT MANAGEMENT COMPANY, LLC | KAIROS IMPACT GP, LLC (RELYING ADVISER)
State Registrations and Notice Filings
(1/13/2026)
(2/12/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Patrick Porter's CRS (Customer Relationship Summary).
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