{
  "crd_number": 286159,
  "slug": "kailasa-capital-management-llc-pittsburgh-pa-286159",
  "primary_business_name": "KAILASA CAPITAL MANAGEMENT LLC",
  "legal_name": "KAILASA CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Pittsburgh",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-06-14",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 298265753.0,
  "raum_discretionary": 255876940.0,
  "raum_non_discretionary": 42388813.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 161497.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 19406157.0,
      "count": 72
    },
    "pension_profit_sharing": {
      "raum": 43241333.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 218600700.0,
      "count": 44
    },
    "pooled_investment_vehicles": {
      "raum": 4019669.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 12836397.0,
      "count": 13
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD",
    "OH",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://kailasacapital.com",
    "https://kailasacm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286159",
  "city_as_filed": "PITTSBURGH",
  "url": "https://advisorcensus.com/firm/kailasa-capital-management-llc-pittsburgh-pa-286159",
  "display_name": "Kailasa Capital Management LLC",
  "summary": "Kailasa Capital Management LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Kailasa Capital Management LLC (CRD 286159): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Kailasa Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kailasa Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Kailasa Capital Management LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kailasa Capital Management LLC located?",
      "a": "Kailasa Capital Management LLC's principal office is in Pittsburgh, PA, according to its Form ADV."
    },
    {
      "q": "Is Kailasa Capital Management LLC registered with the SEC or a state?",
      "a": "Kailasa Capital Management LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286159."
    },
    {
      "q": "How much does Kailasa Capital Management LLC manage?",
      "a": "Kailasa Capital Management LLC reports $298,265,753 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (86% discretionary)."
    },
    {
      "q": "How have Kailasa Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kailasa Capital Management LLC: Regulatory assets under management: $236,608,154 in the October 2021 data and $298,265,753 in the October 2026 data, up 26%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kailasa Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (44); corporations or other businesses not listed above (13)."
    },
    {
      "q": "Which custodians does Kailasa Capital Management LLC use?",
      "a": "Kailasa Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kailasa Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286159"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 236608154.0,
      "total_employees": 3,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 273647801.0,
      "total_employees": 2,
      "filing_date": "2022-05-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 248109492.0,
      "total_employees": 3,
      "filing_date": "2023-03-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 262082778.0,
      "total_employees": 1,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 276092174.0,
      "total_employees": 3,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 298265753.0,
      "total_employees": 3,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees are paid monthly, at the end of each month, pursuant to the terms of the investment management agreement. Wealth management fees are billed at an annual rate ranging from 0.50% to 1.50%, depending on the size and complexity of the Client relationship."
        ]
      }
    ],
    "quotes": [
      "Wealth management fees are paid monthly, at the end of each month, pursuant to the terms of the investment management agreement. Wealth management fees are billed at an annual rate ranging from 0.50% to 1.50%, depending on the size and complexity of the Client relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kailasa-capital-management-llc-pittsburgh-pa-286159.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 19406157.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 218600700.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4019669.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 43241333.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 161497.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 12836397.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286159",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}