A complete list of active advisors currently associated with Kailasa Capital Management LLC

Warmer can help you find a great advisor at Kailasa Capital Management LLC or one who fits your needs even better.

Kailasa Capital Management manages roughly $298 million in client assets and provides investment management, comprehensive wealth planning, retirement-plan advisory, and sub‑advisory services to a mix of individuals (including high‑net‑worth clients), trusts, family offices, endowments, other institutions, registered investment advisors, and pooled investment vehicles. The firm also acts as general partner and investment manager to one or more private funds and provides ERISA fiduciary services to plan sponsors. The firm's investment process is primarily long‑term and grounded in fundamental analysis and internal due diligence, with portfolios typically constructed from individual equities, fixed income, and ETFs and, where appropriate, the use of options for downside protection. Kailasa offers both discretionary and non‑discretionary management, may act as a sub‑advisor, and for its private fund applies a private‑equity mentality to public equities—running concentrated portfolios and actively using derivatives to hedge downside risk. Kailasa’s combination of business lines is notable among its peers: it manages pooled investment vehicles and operates private funds as GP/manager, and it offers performance‑based fee arrangements (including a fund-level performance allocation and an option for performance fees on separate accounts subject to a high‑water mark), which introduces potential side‑by‑side conflicts that the firm discloses and addresses in its policies. The firm also participates in an institutional platform relationship with Fidelity that provides technology and trading support, and its fee and side‑letter practices (including disclosed lower or waived fee arrangements for certain fund investors) are highlighted as areas where conflicts are managed.

To learn more about the advisors currently working at Kailasa Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.