K
CRD: 311094
Kailix Advisors LLC
Aventura, FL, 33180
2127489723
$119.0M Total AUM
$119.0M Disc. AUM
-16.8% 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-09-2020
- Office Locations
- 1
Office Locations
2980 NE 207th Street Suite 300 Aventura FL
About Kailix Advisors LLC
Kailix Advisors LLC is a Aventura-based RIA. The firm has been operating for 5 years. Managing $119.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Goldman Sachs.
Team overview
-- AVG AGE
$119.0M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Fusion Catalyst
Client Personas
Element beacon
Investment Themes
Value
Investment Vehicles
Optima
Owner & Executives
M
MANISH (NMN) MITTAL
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #2526691
- Ownership
- 75% or more
(934) 410-9015
zenith.momentum@eaglecapital.com
in linkedin.com/in/peak-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,000,000 | $8,500,000 |
| Non-Discretionary | $0 | -- |
| Total | $119,000,000 | $8,500,000 |
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Separately Managed Accounts
Total SMA Asset: $119,000,000
Equity - Exchange:
27.3% Cash:
72.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,451,890,586 | 27.3% |
| Cash | $3,866,389,950 | 72.7% |
| Total | $5,318,280,536 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST PEAK | INSIGHT CATALYST | V690IJ5RO | AENO | 7.19% | $37,446,125 |
| SUMMIT MATRIX FUSION | MOMENTUM LEGACY | 33ZUSJG9B | YJQ | 11.48% | $47,791,722 |
| INSIGHT ELEMENT HORIZON | VITAL RIDGE | H1QK8FAZS | MLVEP | 9.33% | $39,983,795 |
| MOMENTUM VERTEX | MATRIX FUSION | 0GCE6ODBR | TQBL | 6.78% | $76,983,326 |
| OPTIMA TIMBER PRIME | INSIGHT SUMMIT | 38X9W6WBA | FUKVD | 3.20% | $44,931,499 |
| ATLAS VALUE SUMMIT | CATALYST DELTA | Z8V4YW4WU | VFC | 2.31% | $13,815,650 |
| EMBER OAK | EMBER VERTEX | XAMD8TDLB | EBR | 5.29% | $73,695,257 |
| PEAK QUANTUM | WAVE SIGNAL | HWPXB18UI | KVN | 7.73% | $67,153,684 |