Kaleel Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 6, 2026, reports $145M in regulatory assets under management, 2 employees, and 189 accounts.
Assets Under Management
$145M
Employees
2
Offices
--
Total Clients
79
Primary office
BOSTON, MA
77 FRANKLIN STREET, SUITE 501, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.6% of total clients.
Top client categories% of clientsClients
1
HNWI
69.6%
55
2
Individuals
29.1%
23
3
Corporations
1.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 6, 2026
Discretionary2.4%
$3M
2% of total RAUM2.4%
Non-discretionary97.6%
$142M
98% of total RAUM97.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts189
10Y AUM Change+$18M (+14.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.