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Building 2KAILASA CAPITAL MANAGEMENT LLC

Map pinPITTSBURGH, PA
Phone(571) 313-0873
NotebookSEC #801-110505
Total AUM
$298.3M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 SMALLMAN STREET
SUITE 203A
PITTSBURGH
PA 15222
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(571) 313-0873
Other Offices
1

ReceiptFinancials

Total AUM
$298.3M
Accounts
357
Discretionary
$255.9M
Accounts
354
Non-Discretionary
$42.4M
Accounts
3

ContactClients

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Individual Clients
72
AUM
$19.4M
HNW Individual Clients
44
AUM
$218.6M
Pooled Vehicle Clients
1
AUM
$4M
Pension/Profit Sharing Plan Clients
1
AUM
$43.2M
Charitable Organization Clients
1
AUM
$161.5K
Corporation or Business Clients
13
AUM
$12.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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