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
Kalamata Asset Management LLC
By the Numbers
-
Total Assets Under Management160MILLION
-
Total Number of Accounts2ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Kalamata Asset Management LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.