Data / Investment advisers / Pennsylvania / Kailasa Capital Management LLC
Kailasa Capital Management LLC, Pittsburgh, PA: $298 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kailasa Capital Management LLC is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $298 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Kailasa Capital Management LLC (CRD number 286159): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 286159
- SEC file number
- 801-110505
- SEC status
- Approved, effective June 14, 2017
- Main office
- 2000 Smallman Street Suite 203a, Pittsburgh, PA 15222
- Phone
- (571) 313-0873
- Website
- kailasacm.com
- Regulatory AUM
- $298,265,753 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $255,876,940
- Non discretionary AUM
- $42,388,813
- Accounts
- 357
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $4,019,669
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $218.6 million |
| Pension and profit sharing plans | Fewer than 5 | $43.2 million |
| Individuals (other than high net worth individuals) | 72 | $19.4 million |
| Corporations or other businesses | 13 | $12.8 million |
| Pooled investment vehicles | 1 | $4 million |
| Charitable organizations | Fewer than 5 | $161,497 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $298.3 million | March 6, 2026 |
| December 1, 2025 | $276.1 million | July 22, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Legend Financial Advisors Inc | Pittsburgh | $389.9 million | Not listed | adviserinfo.sec.gov |
| US Asset Management, LLC | Pittsburgh | $358.5 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Management, LLC | Pittsburgh | $323.9 million | Not listed | adviserinfo.sec.gov |
| WMS Wealth Planners | Pittsburgh | $314.7 million | Not listed | adviserinfo.sec.gov |
| Chronometer Partners LP | Pittsburgh | $308.4 million | Not listed | adviserinfo.sec.gov |
| Steel Tower Investments | Pittsburgh | $258.7 million | Not listed | adviserinfo.sec.gov |
| DWD Portfolio Solutions, Inc. | Pittsburgh | $248.3 million | Not listed | adviserinfo.sec.gov |
| Kapusta Financial Group | Pittsburgh | $199.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Kailasa Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.