|
⚲
|
| Kaleel Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 131216 |
| SEC # | 801-134450 |
| CIK # | |
| AUM | $145.4 M (2026-03-06) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 617-338-8747 |
| Address | 77 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 5.7 |
| (b) Individuals (high net worth individuals) | 55 | 139.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 189 | 145.4 |
| By Discretionary | ||
| Discretionary | 6 | 3.5 |
| Non-Discretionary | 183 | 142.0 |
| Total | 189 | 145.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.4 | |
| Total | 189 | 145.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KI Capital Wealth Management US LLC
✚
|
FL | 0.1 |
|
Bluewater Wealth Advisors LLC
✚
|
AL | 0.1 |
|
Blueprint Wealth Management LLC
✚
|
FL | 0.1 |
|
Summit Hill Wealth Management LLC
✚
|
CO | 0.1 |
|
The SHER Wealth Management Group Inc
✚
|
MA | 0.1 |
|
October Effect Ltd
✚
|
VA | 0.1 |
|
The Musuneggi Financial Group LLC
✚
|
PA | 0.1 |
|
Spyrnal Wealth Management LLC
✚
|
FL | 0.1 |
|
IGW Advisory Investment Management LLC
✚
|
0.1 | |
|
Desmond Wealth Management Inc
✚
|
CA | 0.1 |