Kailix Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Kailix Advisors reports 14 high-net-worth individuals. Of its assets, 100.0% ($119M across 14 accounts) are managed with discretion. Of its clients, 5% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 14 | $119M | 100.0% | $8.5M |
| Total | 14 | $119M | 100% | $8.5M |
- Clients
- 14
- Regulatory AUM
- $119M
- AUM share
- 100.0%
- Avg. per client
- $8.5M
Total
- Clients
- 14
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- $8.5M
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kailix Advisors is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Manish Mittal owns 75% or more of Kailix Advisors. The leadership team of Kailix Advisors includes Chief Compliance Officer Manish Mittal. It has 1 employee.
Leadership
- Manish MittalPrincipal and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 2 soliciting firms
- Owns 75% or more of Kailix Advisors LLC
Manish Mittal
Control person · since October 2020
Kailix Advisors’ regulatory assets fell from $281M (May 2023) to $119M (February 2026); clients fell from 26 to 14 and employees from 2 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $119M | 14 | 1 | 1 |
| March 2025 | $217M | 19 | 1 | 1 |
| January 2024 | $333M | 29 | 1 | 1 |
| May 2023 | $281M | 26 | 2 | 1 |
Besides its headquarters, Kailix Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2980 Ne 207th Street, Suite 300, AventuraHQ
Contact and registration details
- Legal name
- Kailix Advisors LLC
- Headquarters
- 2980 Ne 207th Street, Suite 300, Aventura, FL 33180
- Website
- Not reported
- Phone
- 212-748-9723
- SEC file
- 801-126825
- Structure
- Florida LLC
- Fiscal year end
- December
Kailix Advisors uses Charles Schwab ($89M, 75%) and Interactive Brokers ($30M, 25%) as custodians for its separately managed accounts. Kailix Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $89M75%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $30M25%
At year end, Kailix Advisors’ separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $104M across 11 positions; the largest are Dauch Corp. (21.9%), Green Plains Inc. (14.6%) and Select Water Solutions Inc. (14.6%).
What the accounts hold
- Stocks95%
- Cash5%
Reported 13F holdings
- $104M
- Reported 13F value
- 11
- Positions
- 99.1%
- In the 10 largest
- −9.4%
- Value vs. prior quarter
- Dauch Corp.21.9%
- Green Plains Inc.14.6%
- Select Water Solutions Inc. · CL A14.6%
- Sigma Lithium Corporation14.0%
- Peabody Engr Corp.11.2%
- Constellium SE · CL A Shs8.6%
- Aevex Corp. · Com CL A6.4%
- Wesco Intl Inc.5.4%
- Amrize Ltd1.3%
- Antero Resources Corp.1.2%
Together, the ten largest are 99.1% of reported value.
How many clients does Kailix Advisors have?
Kailix Advisors has 14 clients and manages $119 million for them, as of February 2026. They include 14 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 February 2026
What services does Kailix Advisors offer?
Kailix Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kailix Advisors use?
Kailix Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $89M and Interactive Brokers LLC (Greenwich, CT), with $30M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026
How many financial advisors does Kailix Advisors have?
Kailix Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kailix Advisors invest in?
At the end of its last fiscal year, Kailix Advisors’ separately managed accounts held 95% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kailix Advisors?
Kailix Advisors’ direct owner is Manish Mittal (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 February 2026
How does Kailix Advisors get paid?
Kailix Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kailix Advisors?
Kailix Advisors’ main office is at 2980 Ne 207th Street, Suite 300, Aventura, FL 33180. Its phone number is 212-748-9723.