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KALEEL INVESTMENT ADVISORS, LLC

BOSTON, MA · CRD 131216 · IAPD ↗ · kaleelcompany.com · 617-338-8747

$145.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) left the SEC roster (was $145.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2026 — KALEEL INVESTMENT ADVISORS, LLC (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.