Kala Capital

Overview

Kala Capital is an independent SEC-registered investment adviser organized as an LLC and first registered in 2021. The firm focuses on serving individual and family clients and operates as a capital allocator, sourcing third-party managers and funds rather than primarily running proprietary pooled vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Kala Capital also conducts insurance brokerage work and lists an insurance company affiliation. The firm charges a mix of percentage-of-AUM fees as well as hourly and fixed fees. Kala Capital does not identify as an ESG investor and is not designated as a multistate adviser in the reported data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices