Kailix Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$8.5M
Accounts
14
Employees
1
Advisory reps
1

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

FINTRX

Overview

Kailix Advisors LLC is a privately owned limited liability company that provides portfolio management primarily for individuals and small businesses and also serves as a capital allocator by selecting third‑party advisers. The firm registered with the SEC in 2022 but is not marked as a newly formed adviser, and it operates under an individual ownership structure. Its client base is concentrated on individuals and families, and its fee arrangement combines a percentage of assets under management with performance‑based fees. Kailix does not identify as an active ESG investor and is not flagged as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Manish Mittal

    Manish Mittal

    Chief Investment OfficerCRD 2526691

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth