KALEEL INVESTMENT ADVISORS, LLC
CRD #131216 SEC #801-134450 BOSTON, MA 617-338-8747
SEC Registered
Total AUM
$127.6M
Discretionary
$2.8M
Employees
2
Clients
101
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $127.6M | $2.8M | $124.8M | 2 | 0 |
| Jul 2011 | $55.6M | $0 | $55.6M | 5 | -- |
| Mar 2011 | $55.6M | $0 | $55.6M | 5 | -- |
| Mar 2009 | $51.9M | $0 | $51.9M | 5 | -- |
| Mar 2008 | $65.9M | $0 | $65.9M | 5 | -- |
| Mar 2008 | $65.9M | $0 | $65.9M | 5 | -- |
| Feb 2007 | $56M | $0 | $56M | 5 | -- |
| Jan 2006 | $45M | $0 | $45M | 5 | -- |
| Sep 2005 | $36M | $0 | $36M | 5 | -- |
DateAug 2025
Total AUM$127.6M
Discretionary$2.8M
Non-Disc.$124.8M
Employees2
Clients0
DateJul 2011
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateMar 2011
Total AUM$55.6M
Discretionary$0
Non-Disc.$55.6M
Employees5
Clients--
DateMar 2009
Total AUM$51.9M
Discretionary$0
Non-Disc.$51.9M
Employees5
Clients--
DateMar 2008
Total AUM$65.9M
Discretionary$0
Non-Disc.$65.9M
Employees5
Clients--
DateMar 2008
Total AUM$65.9M
Discretionary$0
Non-Disc.$65.9M
Employees5
Clients--
DateFeb 2007
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--
DateJan 2006
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees5
Clients--
DateSep 2005
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--