Kailix Advisors LLC
Kailix Advisors LLC is a SEC-registered investment adviser headquartered in Aventura, Florida. The firm manages assets primarily for high-net-worth individuals and was registered in 2022. As of early 2025, the firm manages approximately $217.5 million in regulatory assets, with only one reported employee, who is an investor or principal. Kailix Advisors LLC primarily operates as a boutique asset management or advisory firm serving US-based wealthy individuals.
Investment Strategy
Kailix Advisors LLC focuses on concentrated equity portfolios for high-net-worth individuals, implementing discretionary and non-discretionary mandates. The firm reports no mutual fund, pooled vehicle, or institutional clients, suggesting a highly tailored, direct investment approach. 13F filings indicate positions in U.S.-listed equities across diverse sectors, with active management that includes significant position changes each quarter. This approach reflects an opportunistic, research-driven philosophy oriented to absolute returns for sophisticated individual investors.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CSTM | CONSTELLIUM SE | 25.38% | $16.4M | 1,232,319 | $14.65 | $13.30 | -$1.1M |
W WCC | WESCO INTL INC | 15.62% | $10.1M | 54,474 | $156.02 | $185.20 | -$688.5K |
A AA | ALCOA CORP | 11.90% | $7.7M | 260,405 | $37.71 | $29.51 | -$1.1M |
B BLDR | BUILDERS FIRSTSOURCE INC | 11.47% | $7.4M | 63,495 | $141.18 | $116.69 | -$481.4K |
R RIG | TRANSOCEAN LTD | 10.91% | $7.0M | 2,721,032 | $5.21 | $2.59 | -$3.4M |