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Yongjun Li

Kailasa Capital Management LLC

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About Yongjun Li

Yongjun Li is a registered Investment Advisor Representative with Kailasa Capital Management LLC, based in Pittsburgh, Pennsylvania. Yongjun Li has been in the industry since June 2002 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yongjun Li specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Kailasa Capital Management LLC is a firm that provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.

Firm Information

Yongjun Li 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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Yongjun Li’s Registration & Firm History

PA

03/29/2023 - Present

Kailasa Capital Management LLC (PITTSBURGH PA)

PA

06/21/2002 - 06/20/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 07/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Yongjun Li. Review regulatory record here.
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