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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CCO | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CCO | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MICHAEL, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MUHAMMED, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MUHAMMED, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MUHAMMED, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KALEEL, MUHAMMED, MOSA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 28, 2025 REGISTERED
Notice Filings (1)
MA
Address
77 FRANKLIN STREETSUITE 501
BOSTON, MA 02110
United States
Phone: 617-338-8747