KAILASA CAPITAL MANAGEMENT LLC

2000 Smallman Street
Suite 203a
Pittsburgh, Pennsylvania 15222
Tel: (571) 313-0873

About KAILASA CAPITAL MANAGEMENT LLC

KAILASA CAPITAL MANAGEMENT LLC, formally registered with the SEC as KAILASA CAPITAL MANAGEMENT LLC. The firm was established in 06/14/2017. They have over 2 offices throughout the country.

KAILASA CAPITAL MANAGEMENT LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $262,082,778 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286159
SEC#	801-110505
Assets Managed by Firm	$262,082,778
No. of Clients	337
No. of Advisors	1

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	337	$262,082,778
Individuals (other than high net worth individuals)	56	$12,080,839
High net worth individuals	60	$175,950,483
Pension and profit sharing plans	5	$58,375,237
Charitable organizations	Fewer than 5 clients	$128,723
Corporations or other businesses	9	$10,654,458

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