Kailix Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$8.5M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
Aventura, Florida
CRD number
311094
Registered since
November 3, 2022
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Kailix Advisors LLC is an independently owned registered investment adviser that provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party managers. The firm registered with the SEC in 2022 and is structured as a limited liability company under individual ownership. Its client base is concentrated on individuals and family clients, and its fees combine a percentage‑of‑assets arrangement with the possibility of performance‑based fees. Kailix does not market itself as an active ESG investor and is not described as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Manish Mittal

    Manish Mittal

    Chief Investment OfficerCRD 2526691

Wealth teams

FINTRX

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

Aventura, FL

Miami Dade

Location

Aventura, FL

Headquartered in Aventura, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2980 Ne 207th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth