KAILASH CAPITAL RESEARCH LLC
Adviser information for KAILASH CAPITAL RESEARCH LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Publication of periodicals or newslettersPROVISION OF DATA ANALYTICS AND ASSET MANAGEMENT PRODUCTS |
|---|---|
| Compensation | Subscription feesFixed fees |
Identifiers
| SEC RIA File Number | 801-117337 |
|---|---|
| SEC ERA File Number | 801-117337 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304509 |
| Legal Entity Identifier | None |
Principal Office
66 GLEZEN LANEWAYLAND
MA
United States
Monday - Friday, 8:30AM-5PM
Tel: 508-350-7150, Fax: None
Chief Compliance Officer
GISELLE CASELLA
66 GLEZEN LANE
WAYLAND
MA
United States
Tel:
9417864482
G******@*****************M
(Full email address available in API data)
Regulatory Contact
A. TYSON ARNEDT
GENERAL COUNSEL
66 GLEZEN LANE
WAYLAND
MA
United States
Tel:
5087829156
T****@*****************M
(Full email address available in API data)
Industry Affiliates
| L2 ASSET MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| L2 SUMMIT GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MALGARI, MATTHEW, JUSTIN | Individual | – | MANAGER | 04/2010 | 25-50% |
| BHOJRAJ, SANJEEV | Individual | – | OWNER | 04/2010 | 50-75% |
| PRZYBYLO, NATHAN, HAYNES | Individual | – | OWNER | 04/2010 | 10-25% |
| ARNEDT, ANDREW, TYSON | Individual | – | GENERAL COUNSEL | 08/2019 | < 5% |
| CASELLA, GISELLE | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2020 | < 5% |