KALEEL INVESTMENT ADVISORS, LLC

KALEEL INVESTMENT ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 131216). Regulatory assets under management: $145.4M.

Registration

• CRD: 131216
• SEC file number: 801-134450
• Type: Registered investment adviser
• Location: 77 FRANKLIN STREET, SUITE 501, BOSTON, MA, 02110
• Phone: 617-338-8747
• Latest filing: 2026-03-06
• Regulatory AUM: $145.4M
• Discretionary AUM: $3.5M
• Non-discretionary AUM: $142.0M
• Clients: 2
• Accounts: 189

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131216 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search