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

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Overview

Kalorama Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2000. The firm is owned by an individual and is classified as "Unclassified" in the available records. The firm does not identify as a capital allocator and is not listed as an active ESG investor. Available metadata indicates Kalorama Capital is not a multi-state adviser, was not newly formed, and does not present itself as a pension consultant or a related adviser to another registered manager. There is no substantive public detail in the source material about the firm’s target client types, fee schedule, specific advisory activities, or investment strategy.

Assets & Accounts

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