Yongjun Li
Investment adviser representative at Kailasa Capital Management LLC
24 yearsExperience
3 statesRegistered in
$298.3MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Kailasa Capital Management LLCMay 2017 to now
- Bank of America, NADec 2009 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2002 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, VA).
Kailasa Capital Management LLC
$298.3MAssets managed
130Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2953572
- Firm CRD
- 286159