KAILIX ADVISORS LLC
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
FINTRXOverview
Kailix Advisors LLC is a privately owned limited liability company that provides portfolio management primarily for individuals and small businesses and also serves as a capital allocator by selecting third‑party advisers. The firm registered with the SEC in 2022 but is not marked as a newly formed adviser, and it operates under an individual ownership structure. Its client base is concentrated on individuals and families, and its fee arrangement combines a percentage of assets under management with performance‑based fees. Kailix does not identify as an active ESG investor and is not flagged as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1MANISH MITTAL
Chief Investment OfficerCRD 2526691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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