KALEEL INVESTMENT ADVISORS, LLC

Overview

Kaleel Investment Advisors, LLC is an independent registered investment adviser that serves individuals, families and some institutional clients. The firm operates under an owner-type classified as individual and uses a mix of percentage-of-AUM and hourly fee structures. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Kaleel shows a clear tilt toward public equities as the primary building block of client portfolios while supplementing core holdings with alternative strategies and middle‑/fixed‑income instruments. Kaleel is not positioned as a multi-state or ESG-focused manager. It appears to manage most client relationships on a non‑discretionary basis, which suggests clients retain a strong voice in trade decisions and allocation changes. The firm was registered with the SEC in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices