SourcingSourcing

KAILIX ADVISORS LLC

A66
CRD 311094·SEC 801-126825·AVENTURA, FL
AUM
$119.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$357K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAILIX ADVISORS LLC
CRD
311094
SEC file #
801-126825
EIN
853416477
DBA names
—

Economics

AUM
$119.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$220.0M → $119.0M▼ -46%
Client mix
Individuals High Net Worth14

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
AVENTURA FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MITTAL, MANISH, (NMN)
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MITTAL, MANISH, (NMN)
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001970731
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2023-05-04
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001951757-26-000762

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
2980 NE 207TH STREETSUITE 300AVENTURA, FL 33180
Business
2980 NE 207TH STREETSUITE 300AVENTURA, FL 33180
Edgar EIN
853416477
Edgar Recent Filings
13F-HR2026-04-30 · 0001951757-26-000762
13F-HR2026-02-04 · 0001951757-26-000348
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2526691
Trust Company Affiliate
No

People (1)

1
MITTAL, MANISH, (NMN)
IAR · Direct Owner · 87.5%
2526691