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KAILIX ADVISORS LLC

AVENTURA, FL · CRD 311094 · IAPD ↗ · (212) 748-9723

$119.0MRegulatory AUM
1Advisory reps
1Employees
3Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — KAILIX ADVISORS LLC reported RAUM down 45% ($217.5M -> $119.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — KAILIX ADVISORS LLC reported RAUM down 35% ($333.0M -> $217.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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