Kala Capital
Firm details
- Headquarters
- ,
- CRD number
- 312316
- Registered since
- February 8, 2021
- Website
- www.kalacapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals62.82%
- HNWI37.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kala Capital is an independent, Hawaii-registered limited liability company that serves individual and family clients. The firm acts as a capital allocator and provides a mix of advisory services — financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Kala Capital also operates as an insurance broker and charges clients via a percentage of assets under management as well as hourly and fixed fees. The firm reports a preference for equity exposure and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities81%
- Non-Investment Grade Corp Bonds17%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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