KALAMATA ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2017
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$53.4M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
BETHESDA, Maryland
CRD number
284328
Registered since
June 29, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kalamata Asset Management LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2017. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. It also acts as a sponsor and general partner/managing member of pooled products, indicating it both originates and administers funds. Compensation arrangements include a percentage-of-assets component as well as performance-based fees. The firm is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. Ownership is listed as a domestic entity/individual structure rather than a corporate parent or broader aggregator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • STEVEN MANDIS

    ChairmanCRD 2649478

  • Gurpreet Bedi

    Vice PresidentCRD 6915553

  • Beth Herbert

    CRD 7522419

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7200 Wisconsin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth