Kalamata Asset Management LLC

Kalamata Asset Management LLC (CRD# 284328) is a financial advisory firm headquartered in New York, NY. They manage $96,852,706 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $19,370,541
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NY

Financial Advisors at Kalamata Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gurpreet S. Bedi
CRD#: 6915553
595 Madison Ave, 8th Floor, New York, NY 10022
87
Wealthminder
score

Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in New York, NY and has 1 year of experience in the finance industry.

2
Erin J. Long
CRD#: 6915625
7315 Wisconsin Avenue, Suite 950 East, Bethesda, MD 20814
87
Wealthminder
score

Erin Long (CRD# 6915625) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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