Yingjie Shu
Kailasa Capital Management · Bethesda, Maryland
Yingjie Shu is a fee-only financial advisor at Kailasa Capital Management in Bethesda, Maryland. Kailasa Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Kailasa Capital Management |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $298.3M across 357 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7284285 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kailasacm.com |
How Yingjie's firm compares
- Kailasa Capital Management's average account is about $835,000, from its Form ADV (assets managed divided by 357 accounts).
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Questions about Yingjie
Is Yingjie Shu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yingjie holds no broker registration, and Kailasa Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yingjie charge for financial advice?
Yingjie's firm, Kailasa Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Yingjie Shu based?
Yingjie Shu is based in Bethesda, Maryland.
Is Yingjie Shu registered with the SEC?
Yes. Yingjie Shu is registered as an investment adviser representative in MD (CRD 7284285), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kailasa Capital Management manage?
Kailasa Capital Management reports $298.3M across 357 accounts in assets under management.
How do I contact Yingjie Shu?
Through Yingjie's website, www.kailasacm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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