KAILAI ADVISERS LTD.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 161692
- Registered since
- March 29, 2012
- Website
- www.claritypartners.net
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kailai Advisers Ltd. is an SEC-registered investment adviser (registered in 2012) that operates as a private equity fund manager serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it also serves as sponsor, general partner, and managing member of such vehicles. Fee arrangements include asset-based fees, fixed fees and performance-based compensation. Kailai does not present itself as a capital allocator or an active ESG investor; its operations appear focused and narrowly scoped rather than broad, multi-state advisory services. Ownership is listed as a mix of a domestic entity and an individual. The firm’s classification and business model emphasize direct private fund management rather than broad retail advisory services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1WILLIAM KESSLER
CFO and CCOCRD 6029416
Contacts
3 of 4BARRY PORTER
Co-Founder & Managing General PartnerCRD 1832863
DAVID LEE
Co-founder and Managing General PartnerCRD 2153453
XIAO LIU
DirectorCRD 6029412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11601 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
EFC WEALTH MANAGEMENT FIRM LLC
RIALos Angeles, CA
HAYDEN CAPITAL
RIALos Angeles, CA
MCINTOSH CAPITAL ADVISORS, INC.
RIALos Angeles, CA
PATHWAY FINANCIAL SERVICES, LLC
RIALos Angeles, CA
SURETY INVESTMENT SERVICES
RIALos Angeles, CA
BLACKLINES FINANCIAL
RIALos Angeles, CA