Kailix Advisors LLC
Firm details
- Headquarters
- Aventura, Florida
- CRD number
- 311094
- Registered since
- November 3, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kailix Advisors LLC is an independently owned registered investment adviser that provides portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party managers. The firm registered with the SEC in 2022 and is structured as a limited liability company under individual ownership. Its client base is concentrated on individuals and family clients, and its fees combine a percentage‑of‑assets arrangement with the possibility of performance‑based fees. Kailix does not market itself as an active ESG investor and is not described as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Manish Mittal
Chief Investment OfficerCRD 2526691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Aventura, FL
Miami Dade
Location
Aventura, FL
Headquartered in Aventura, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2980 Ne 207th St
- Time zone
- ET (UTC-5)
- Office locations
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