KAL CAPITAL MARKETS LLC
Firm details
- Headquarters
- LONG BEACH, California
- CRD number
- 291333
- Registered since
- February 28, 2018
- Website
- www.kalcapitalmarkets.com
Firm profile
FINTRXOverview
KAL Capital Markets LLC is a limited liability company that registered with the SEC in 2018 and is classified as an investment bank. The firm’s ownership is listed as a combination of a domestic entity and an individual. Public records characterize KAL Capital Markets primarily as an investment-banking enterprise rather than a traditional registered investment adviser: it is not identified as a capital allocator, does not report pension-consulting activity, is not designated a related adviser, and is not marked as an active ESG investor. The available filings do not list advisory or fee-based wealth-management activities, and the firm is not flagged as a multi-state or newly formed adviser. Those attributes suggest its focus is on capital-markets functions rather than managing retail or high-net-worth client portfolios.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11Trevor McKinnon
DirectorCRD 6933402
William Connelly
Vice President, Business DevelopmentCRD 7331221
Amir Ragui
Registered RepresentativeCRD 6616313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONG BEACH, CA
LOS ANGELES
Location
LONG BEACH, CA
Headquartered in LONG BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 5354 E 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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