KALAMATA ASSET MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3STEVEN MANDIS
ChairmanCRD 2649478
Gurpreet Bedi
Vice PresidentCRD 6915553
Beth Herbert
CRD 7522419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
STANDARD PARTNERS LLC
RIABETHESDA, MD
RLJ EQUITY PARTNERS, LLC
RIABETHESDA, MD
GRITSTONE ASSET MANAGEMENT LLC
RIABETHESDA, MD
GLOBAL ENVIRONMENT FUND
RIABETHESDA, MD
ALIKOS WEALTH MANAGEMENT, LLC
RIABETHESDA, MD
PRESERVE PRIVATE WEALTH, LLC
RIABETHESDA, MD