Kailix Advisors LLC

**Kailix Advisors LLC Summary:** Kailix Advisors LLC is a registered investment advisor founded in October 2020 by Manish Mittal, who serves as the Principal and Chief Compliance Officer. The firm offers investment advisory services to individuals and high net worth clients, acting as a fiduciary with a duty of loyalty, fairness, and good faith. Kailix provides customized investment solutions through continuous personal client contact and discretionary investment management. The firm primarily focuses on long-term investment strategies, constructing portfolios with ETFs and individual stocks to meet client goals. Kailix manages approximately $217,452,000 in client assets as of December 31, 2024, with a minimum initial investment of $5,000,000. Fees are billed quarterly at an annual rate of up to 2.00% based on assets under management. The firm does not participate in wrap fee programs and does not receive compensation for securities transactions. Clients have investment discretion with the option to place restrictions on their portfolios. Kailix does not accept custody of client funds except for fee deduction purposes. The firm's Principal, Manish Mittal, has a background in finance and economics from the University of Pennsylvania and has a history of portfolio management roles at various firms. Kailix maintains a privacy policy to protect client information and shares information with third parties only for servicing client accounts. For more information, you can contact Kailix Advisors LLC at (305) 897-0252.