Kailasa Capital Management LLC

Kailasa Capital Management LLC (CRD# 286159) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $262,082,778 in 337 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2000 Smallman Street, Suite 203a, Pittsburgh, PA 15222
https://www.kailasacm.com/
By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $777,694
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, OH, PA, TX, VA

Financial Advisors at Kailasa Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yongjun Li, financial advisor Pittsburgh PA
Yongjun Li
CRD#: 2953572
2000 Smallman Street, Suite 203a, Pittsburgh, PA 15222

Yongjun Li (CRD# 2953572) is an Investment Advisor Representative working at Kailasa Capital Management LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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