Kalorama Capital, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
104155
Registered since
November 1, 2000

Firm profile

FINTRX

Overview

Kalorama Capital, LLC is an SEC-registered limited liability company that has been registered with the SEC since 2000. The firm is listed as individually owned and is classified in public records as “unclassified.” Profile data provides very limited detail about the firm’s business model: client base, fee structure, specific advisory activities and business lines are not disclosed in available filings. Kalorama is not identified as a capital allocator, is not flagged as an active ESG investor, and is not reported as a multi-state adviser, pension consultant, or related adviser. The sparse public profile suggests Kalorama either operates at a very small scale, maintains private client relationships with minimal regulatory disclosures beyond basic registration, or performs activities that aren’t captured in the dataset. There is no information on named principals, investment philosophy, or target client segments in the material provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Elizabeth Avery

    Elizabeth Avery

    Founder & Managing DirectorCRD 1757864

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
1718 22nd St Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth