← Tributary

KAILAI ADVISERS LTD.

LOS ANGELES, CA · CRD 161692 · IAPD ↗ · claritypartners.net · 310-385-3690

$57.8MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — KAILAI ADVISERS LTD. reported RAUM down 39% ($94.7M -> $57.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2026 — KAILAI ADVISERS LTD. shrank from 16 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2024 — KAILAI ADVISERS LTD. moved its main office from SHERMAN OAKS, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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