KAILAI ADVISERS LTD.

RIASEC RegisteredEst. 2012
Total AUM
$57.8M
Discretionary
$57.8M
100% of AUM
Avg account
$28.9M
Accounts
2
Employees
9
Advisory reps
5

Firm details

Headquarters
Los Angeles, California
CRD number
161692
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM KESSLER

    CFO and CCOCRD 6029416

Contacts

3 of 4
  • BARRY PORTER

    Co-Founder & Managing General PartnerCRD 1832863

  • DAVID LEE

    Co-founder and Managing General PartnerCRD 2153453

  • XIAO LIU

    DirectorCRD 6029412

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth