Kalamata Asset Management LLC

Kalamata Asset Management LLC (CRD# 284328) is a financial advisory firm headquartered in Bethesda, MD. They manage $163,242,532 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
    163
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $81,621,266
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
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

Financial Advisors at Kalamata Asset Management LLC
Showing 1 - 2 of 2 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 5 years of experience in the finance industry.

2
Conner Foster, financial advisor Bethesda MD
Conner S. Foster
CRD#: 6776241
7315 Wisconsin Ave, Suite 550e, Bethesda, MD 20814

Conner Foster (CRD# 6776241) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 4 years of experience in the finance industry.

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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.

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