$298.3M Total AUM
$255.9M Disc. AUM
2.6% 3Y CAGR
3 Employees
132 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 06-14-2017
- Office Locations
- 2
Office Locations
2000 Smallman Street Suite 203a Pittsburgh PA
-- Bethesda MD
About Kailasa Capital Management LLC
Kailasa Capital Management, LLC is a Pittsburgh-based registered investment adviser serving retail and institutional clients. The firm provides investment planning and financial planning, including insurance and charitable giving support, and works with entrepreneurs and other accredited/qualified investors. Portfolios emphasize asset allocation with a heavy use of ETFs, with additional public funds and fixed income exposure. Primary custody is through Fidelity/NFS.
Team overview
-- AVG AGE
$149.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
5.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
Insight
Custodian
Fusion Foundation Atlas zenith
Investment Themes
Vector
Investment Vehicles
Ember Radial
Services
Momentum Matrix crest Catalyst focus Wave harbor
Technology
Capital momentum
Owner & Executives
Y
YONGJUN LI
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #2953572
- Ownership
- 75% or more
(656) 542-6899
optima.glacier@glaciercapital.com
in linkedin.com/in/insight-focus
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Yingjie Shu
--
- CRD
- #7284285
(852) 699-1118
frontier.unison@beaconcapital.com
in linkedin.com/in/harbor-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,876,940 | $722,816 |
| Non-Discretionary | $42,388,813 | $14,129,604 |
| Total | $298,265,753 | $835,478 |
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Separately Managed Accounts
Total SMA Asset: $294,246,084
Equity - Exchange:
9.2% Cash:
16.4% Private Funds:
19.3% Public Funds:
39.7% U.S. Government/Agency:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $801,623,046 | 9.2% |
| Cash | $1,428,980,213 | 16.4% |
| Private Funds | $1,681,665,738 | 19.3% |
| Public Funds | $3,459,177,710 | 39.7% |
| U.S. Government/Agency | $1,341,847,273 | 15.4% |
| Total | $8,713,293,980 | 100.0% |