← Directory
KAILASA CAPITAL MANAGEMENT LLC
CRD 286159File 801-110505
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$298.3M
Below cohort median (national)
Discretionary AUM
$255.9M
Non-discretionary $42.4M
Clients
130
357 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 14, 2017
- Principal office
- 2000 SMALLMAN STREET, SUITE 203A, PITTSBURGH, PA, 15222
- Phone
- (571) 313-0873
- Website
- https://www.kailasacm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.3M
- Discretionary AUM
- $255.9M
- Non-discretionary AUM
- $42.4M
- Discretionary accounts
- 354
- Non-discretionary accounts
- 3
- Total accounts
- 357
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $12.8M |
| Charitable organizations | Fewer than 5 | $161K |
| High net worth individuals | 44 | $218.6M |
| Pooled investment vehicles | 1 | $4.0M |
| Pension and profit sharing plans | Fewer than 5 | $43.2M |
| Individuals (other than high net worth individuals) | 72 | $19.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.