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| Happy Holidays!! thanks for using AUM13F!! |
| Kailasa Capital Management LLC
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|---|---|
| CRD # | 286159 |
| SEC # | 801-110505 |
| CIK # | |
| AUM | $276.1 M (2025-07-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 571-313-0873 |
| Address | 2000 Smallman Street Pittsburgh, PA 15222 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Kailasa Capital Alpha Fund LP | [2022-03-17] | 0.0 | 1.9 |
| HF | Kailasa Capital Partnership I LP | [2020-03-20] | 0.0 | 3.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 19.6 |
| (b) Individuals (high net worth individuals) | 42 | 204.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.6 |
| (g) Pension and profit sharing plans | 0 | 41.3 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 276.1 |
| By Discretionary | ||
| Discretionary | 348 | 234.8 |
| Non-Discretionary | 4 | 41.3 |
| Total | 352 | 276.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 272.3 | |
| Total | 352 | 276.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Yongjun Li | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Southwind Associates of NJ Inc
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|
0.3 | |
|
Ekanta Wealth Advisors LLC
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|
FL | 0.3 |
|
Private Wealth Group LLC
✚
|
FL | 0.3 |
|
Colliers Securities LLC
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|
MN | 0.3 |
|
Templeton & Phillips Capital Management LLC
✚
|
TN | 0.3 |
|
Black Toro LLC
✚
|
FL | 0.3 |
|
Indiano Capital Management Inc
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|
NY | 0.3 |
|
Round Hill Asset Management Inc
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|
CA | 0.3 |
|
Hutner Capital Management Inc
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|
VT | 0.3 |
|
Roubaix Capital LLC
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|
CO | 0.3 |