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Yingjie Shu

Kailasa Capital Management LLC

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About Yingjie Shu

Yingjie Shu is an investment advisor representative with Kailasa Capital Management LLC and is licensed in Maryland. Yingjie has been in the industry for 23 years. Prior to joining Kailasa Capital Management LLC, Yingjie was registered with Equitable Advisors, LLC. Yingjie has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and pooled investment vehicles. Yingjie also manages a small rental property in Destin, FL.

Firm Information

Yingjie Shu is currently registered with Kailasa Capital Management LLC. Kailasa Capital Management LLC is an investment advisor registered with the SEC and located in Pittsburgh, Pennsylvania. The firm offers financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. They manage approximately $262 million in assets.
Kailasa Capital Management LLC

2000 SMALLMAN STREET

PITTSBURGH, PA 15222

$262.08M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Yingjie Shu’s Registration & Firm History

PA

06/12/2024 - Present

Kailasa Capital Management LLC (PITTSBURGH PA)

MD

10/05/2020 - 06/06/2024

EQUITABLE ADVISORS, LLC (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 01/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yingjie Shu.
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