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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KAILASA CAPITAL MANAGEMENT LLC

CRD 286159

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c0cfbb1-ec39-bef4-1256-269e1be0b58b

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Apr 21, 2017 to Mar 6, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.01 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $298MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $256M
Private client RAUM: $238MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $149Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 357
Individual clients: 72
High net worth clients: 44
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $18.4M
SEC number: 801-110505
CRD: 286159
Filings on the tape: 28
First filed: Apr 21, 2017
Latest filed: Mar 6, 2026
Organised: Limited Liability Company, DE
Website: kailasacm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
YONGJUN LI	n/a	PITTSBURGH, PA	9	24	1	no
Yingjie Shu	n/a	PITTSBURGH, PA \| Bethesda, MD	2	27	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
KAILASA CAPITAL PARTNERSHIP I, LP	Hedge Fund	$3.0M	Mar 21, 2024	5	Mar 20, 2020	reported	021-365213
KAILASA CAPITAL ALPHA FUND, LP	Hedge Fund	$1.9M	Mar 21, 2024	8	Mar 17, 2022	reported	021-390013

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LI, YONGJUN	MANAGING MEMBER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER	E	yes	06/2017	Jun 16, 2017	Mar 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$298M	$256M	3	2	1	1	n/a
2024	Mar 11, 2025	$276M	$235M	3	2	1	1	n/a
2023	Mar 21, 2024	$262M	$204M	1	1	1	2	$4.9M
2022	Mar 23, 2023	$248M	$200M	3	2	2	2	$3.3M
2021	Mar 17, 2022	$274M	$217M	2	1	1	2	$3.2M
2020	Mar 23, 2021	$237M	$181M	3	2	1	1	$1.3M
2019	Mar 20, 2020	$189M	$142M	3	2	1	1	$0
2018	Mar 4, 2019	$166M	$127M	3	2	0	n/a	n/a
2017	Mar 28, 2018	$120M	$120M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$298M	$276M	8.0%	$248M	6.3%	3	3	1	1

Relationships

Registered with (3)

← Yingjie ShuAdvisorregistration: current employment
Jun 12, 2024 to presentfactForm ADV
← YONGJUN LIAdvisorregistration: current employment
Jun 20, 2017 to presentfactForm ADV
← Kevion Lamar LathamAdvisorregistration: previous registration
May 30, 2019 to Mar 7, 2024factForm ADV

Advises (2)

→ KAILASA CAPITAL ALPHA FUND, LPPrivate fundHedge Fund, IA
Mar 17, 2022 to presentfactForm ADV
→ KAILASA CAPITAL PARTNERSHIP I, LPPrivate fundHedge Fund, IA
Mar 20, 2020 to presentfactForm ADV

Controls (1)

← LI, YONGJUNOwnerMANAGING MEMBER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 16, 2017 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 7, 2024
Advisor changed firm
Kevion Lamar Latham left Kailasa Capital Management Llc for Focus Partners Wealth, Llc (registered 2024-02-02)
Form ADVobserved 5 days ago
Occurred
Apr 21, 2017
First Form ADV filing
Kailasa Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c0cfbb1-ec39-bef4-1256-269e1be0b58b
First observed: Apr 21, 2017
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KAILASA CAPITAL MANAGEMENT LLC

CRD 286159

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c0cfbb1-ec39-bef4-1256-269e1be0b58b

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

YONGJUN LI

n/a

PITTSBURGH, PA

Yingjie Shu

n/a

PITTSBURGH, PA | Bethesda, MD

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

KAILASA CAPITAL PARTNERSHIP I, LP

Hedge Fund

$3.0M

Mar 21, 2024

Mar 20, 2020

reported

021-365213

KAILASA CAPITAL ALPHA FUND, LP

Hedge Fund

$1.9M

Mar 21, 2024

Mar 17, 2022

reported

021-390013

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LI, YONGJUN

MANAGING MEMBER, PRINCIPAL, AND CHIEF COMPLIANCE OFFICER

yes

06/2017

Jun 16, 2017

Mar 21, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$298M

$256M

n/a

2024

Mar 11, 2025

$276M

$235M

n/a

2023

Mar 21, 2024

$262M

$204M

$4.9M

2022

Mar 23, 2023

$248M

$200M

$3.3M

2021

Mar 17, 2022

$274M

$217M

$3.2M

2020

Mar 23, 2021

$237M

$181M

$1.3M

2019

Mar 20, 2020

$189M

$142M

2018

Mar 4, 2019

$166M

$127M

n/a

2017

Mar 28, 2018

$120M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$298M

$276M

8.0%

$248M

6.3%