Kalamata Asset Management LLC

Kalamata Asset Management LLC (CRD# 284328) is a financial advisory firm headquartered in Bethesda, MD. They manage $160,208,682 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $80,104,341
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Kalamata Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gurpreet Bedi, financial advisor Bethesda MD
Gurpreet S. Bedi
CRD#: 6915553
7315 Wisconsin Ave, Suite 550e, Bethesda, MD 20814

Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals