Firm profile

KAILASA CAPITAL MANAGEMENT LLC

PITTSBURGH, PACRD 286159Latest ADV March 6, 2026

Kailasa Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 6, 2026, reports $298M in regulatory assets under management, 3 employees, 1 office, and 357 accounts.

Assets Under Management
$298M
Employees
3
Offices
1 office
Total Clients
130
Primary office
PITTSBURGH, PA
2000 SMALLMAN STREET, SUITE 203A, PITTSBURGH, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOYongjun Li

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
72
2
HNWI
33.8%
44
3
Corporations
10.0%
13
4
Pooled Investment Vehicles
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$298Mas of March 6, 2026
Discretionary85.8%
$256M
86% of total RAUM85.8%
Non-discretionary14.2%
$42M
14% of total RAUM14.2%
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.

Total AUM$298M
Total Accounts357
10Y AUM Change+$298M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee43:1
10Y Employee Change+1 (+50.0%)

* 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.