Skip to content

Amy Kosmos Bautista

Investment adviser representative at Kosmos Management LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$2.2BFirm assets

Are you Amy Kosmos Bautista? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Kosmos Management LLCSep 2011 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (WA).

Kosmos Management LLC

$2.2BAssets managed
12Clients
1Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4701787
Firm CRD
164712
Advisor's SEC record (opens in a new tab)
CallContact this firm