KALO CAPITAL MANAGEMENT, LLC

Overview

Kalo Capital Management, LLC is a small, equity-focused advisory firm that manages separately managed accounts and runs pooled investment vehicles for high-net-worth individuals and families. The firm charges a percentage-of-AUM fee and also uses performance-based fees, a structure that aligns with active management of pooled vehicles or hedge-style strategies. Its investment posture tilts strongly toward publicly traded equities and exchange-traded vehicles, with manager relationships that include third‑party hedge fund managers where the firm needs additional diversification or strategy exposure. Kalo also acts as sponsor and general partner for pooled vehicles, indicating it constructs and oversees bespoke or pooled strategies on behalf of clients rather than only delivering model portfolios. The firm does not position itself as an ESG or pension consultant, and its client base is concentrated on individual and family clients and small businesses. Given the small scale of assets under management and the pooled-vehicle activity, Kalo appears to operate as a hands-on boutique investment manager that blends direct listed-equity exposures with access to alternative managers when appropriate.

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Location & Offices