Kailasa Capital Management LLC

Kailasa Capital Management, LLC is a Registered Investment Advisor established in June 2017 and located in Pittsburgh, PA. The firm offers investment management services to individuals, high net worth individuals, trusts, estates, family offices, retirement plans, endowments, foundations, other institutions, registered investment advisors, and pooled investment vehicles. Kailasa acts as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, including financial planning and consulting, and offers discretionary and non-discretionary investment management services. Kailasa primarily constructs client portfolios with individual equity and fixed income positions, utilizing ETFs and mutual funds for exposure to international and certain asset classes. The firm's investment approach is long-term focused, with the flexibility to buy, sell, or re-allocate positions based on client objectives or market conditions. Kailasa manages approximately $234,756,439 in discretionary assets and $41,335,735 in non-discretionary assets as of December 31, 2024. The firm's fee structure ranges from 0.25% to 1.50% annually, depending on the size and complexity of the client relationship. Kailasa does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm has implemented a Code of Ethics and safeguards client information through physical, procedural, and electronic security measures. Clients are encouraged to review the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected.