Kalamata Asset Management LLC

Overview

Kalamata Asset Management LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2017. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, acting in capacities that include sponsor, general partner, and managing member of those vehicles. Its fee arrangements include percentage-of-AUM fees, performance-based fees, and other fee structures. Kalamata does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm's ownership is listed as a mix of a domestic entity and an individual.

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Location & Offices