SourcingSourcing

KAILASA CAPITAL MANAGEMENT LLC

C41
CRD 286159·SEC 801-110505·PITTSBURGH, PA
AUM
$298.3M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$895K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAILASA CAPITAL MANAGEMENT LLC
CRD
286159
SEC file #
801-110505
EIN
—
DBA names
—

Economics

AUM
$298.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$165.5M → $298.3M▲ +80%
Client mix
Individuals Other72
Individuals High Net Worth44
Corporations13
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
kailasacm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LI, YONGJUN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LI, YONGJUN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KAILASACM.COM
Rdap Domain Creation Date
2017-03-23T02:45:23Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
41,054
Form 5500 Compensation Trajectory 3y
202541,054
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
41,054
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-23T02:45:23Z
Rdap Domain Last Changed
2026-03-08T03:06:48Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
2953572
Trust Company Affiliate
No

People (2)

2
LI, YONGJUN
IAR · Direct Owner · 87.5%
2953572
Yingjie Shu
IAR
7284285