Kilimanjaro Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,599,034
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$738,387
About
The firm is a single-advisor independent investment adviser managing discretionary portfolios for a small client base (about 13 clients and roughly $9.6 million in assets). It provides portfolio management services for individuals and retirement accounts under two principal strategies — a long/short approach and a long-only approach — and does not offer ancillary financial planning services.
The firm follows an opportunistic, research-driven approach across sectors, geographies and asset classes, seeking to balance long-term capital growth and capital preservation. It uses quantitative screens and fundamental analysis to identify value opportunities, actively employs hedging and derivatives when deemed appropriate, and typically runs less diversified portfolios with higher cash allocations and a target holding horizon of one to five years.
Noteworthy distinctions include the firm’s explicit use of a long/short strategy, active short selling and options strategies (with the potential for uncovered option sales) — practices that are less common among solo advisers with modest AUM. The firm centrally selects all investments for client accounts, manages trading and aggregation practices internally, and documents its trading and compliance policies in a formal Code of Ethics overseen by the firm’s compliance officer.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $250,000: 2% annually $250,001+: lower fees may apply on assets in excess of certain thresholds (details not specified)
Account minimum: $250,000 for long/short strategy; $50,000 for IRA accounts; minimums are discretionary and can be lower or higher Fee-only: Annual fee of 2% of net assets under management for most accounts; fees are negotiable; some large accounts pay lower fees over certain asset thresholds
Main office location
Kilimanjaro Capital, LLC
1230 Rosencrans Ave, Suite 300
Manhattan Beach CA 90266, United States
Number of offices
1
Most active in
Kilimanjaro Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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