KALKA INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
175274
Registered since
March 5, 2015

Firm profile

FINTRX

Overview

Kalka Investment Management, LLC is an SEC-registered limited liability company that operates primarily as a commodity pool operator (CPO) and commodity trading advisor (CTA) and acts as sponsor/GP of pooled investment vehicles. The firm’s public footprint centers on managing pooled hedge fund vehicles rather than operating a traditional advisory business to retail clients. It does not present itself as a capital allocator and is not identified as an active ESG investor. Investment activity is concentrated in pooled fund strategies. The firm's regulatory classification and business activities imply a focus on derivatives and managed-futures style exposures common to commodity pools and CTA-managed funds, and a sponsorship/GP role that includes fund governance and operational oversight. Kalka’s structure and fund lineup suggest it runs concentrated alternative strategies through privately offered vehicles rather than a broad advisory platform of individual client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • WEIDONG HUANG

    Vice PresidentCRD 2803833

  • WEI DU

    Financial AdvisorCRD 6976295

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WHITE PLAINS, NY

WESTCHESTER

Location

WHITE PLAINS, NY

Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
10 County Center Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth