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Kaleel Investment Advisors, LLC

CRD 131216SEC# 801-134450Boston, MA
Export (members)
No longer SEC-registered. Kaleel Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$127.6M
Employees
2
Accounts
203
Location
Boston, MA

Kaleel Investment Advisors, LLC assets under management

Kaleel Investment Advisors, LLC is an SEC-registered investment adviser based in Boston, MA. It reports $127.6 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Kaleel Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Muhammed Mosa Kaleel ControlPresident/Chief Compliance OfficerOver 75%1980

Frequently asked questions

How much does Kaleel Investment Advisors, LLC manage?

Kaleel Investment Advisors, LLC reports $127.6 million in regulatory assets under management on its Form ADV.

How many employees does Kaleel Investment Advisors, LLC have?

Kaleel Investment Advisors, LLC reports 2 employees.

Where is Kaleel Investment Advisors, LLC located?

Kaleel Investment Advisors, LLC is based in Boston, MA.

Does Kaleel Investment Advisors, LLC disclose fund performance?

Kaleel Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address77 Franklin Street, Suite 501, Boston, MA 02110
Office hours9:00-5:00p.m. Est
Discloses disciplinary historyNo

Assets under management

Discretionary$2.8M
Non-discretionary$124.8M
Total (RAUM)$127.6M