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KAILASA CAPITAL MANAGEMENT LLC
CRD 286159 · SEC 801-110505
2000 SMALLMAN STREET, SUITE 203A, PITTSBURGH, PA, 15222, United States
Phone
(571) 313-0873
Fax
(412) 202-9754
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.3M
Discretionary AUM
$255.9M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $19.4M |
| High net worth individuals | 44 | $218.6M |
| Pooled investment vehicles | 1 | $4.0M |
| Corporations/business entities | 13 | $12.8M |
States served
MD, OH, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD