KAILASA CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2017

Total AUM

$298M

Discretionary

$256M

86% of AUM

Avg account

$835K

Accounts

357

Employees

Advisory reps

Firm details

Headquarters: PITTSBURGH, Pennsylvania
CRD number: 286159
Registered since: June 14, 2017
Website: www.kailasacm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI73.29%
Pension & Profit Sharing Plans14.5%
Individuals6.51%
Corporations / Businesses4.3%
Pooled Investment Vehicles1.35%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kailasa Capital Management LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and institutional clients. The firm blends managed separate accounts with pooled investment vehicles and offers pension consulting and business-oriented portfolio management. Its compensation model includes a percentage-of-assets fee and performance-based fees, which signals that the firm runs actively managed strategies where outperformance is an explicit objective. Investment activity is centered on public equities, with an explicit preference for exchange-traded securities. The firm runs both discretionary and non-discretionary mandates and sponsors at least one private hedge fund vehicle. Fiduciary services span typical RIA offerings—comprehensive planning and tailored portfolio construction—rather than boutique single-product solutions.