Kaltbaum Capital Management

Overview

Kaltbaum Capital Management is a small, privately owned LLC that serves individual and family clients with discretionary portfolio management and a publication focus. The firm charges a mix of percentage-of-AUM fees, fixed fees and performance-based fees, and it does not act as a capital allocator — instead it hires outside managers for alternative exposures. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments deployed through separately managed accounts and model sleeves. The firm is not characterized as an active ESG investor, and it does not hold pension consulting or multi-state adviser designations. Kaltbaum publishes investment commentary or newsletters as part of its client communications, indicating an emphasis on ongoing market views and portfolio positioning. Its platform supports both hands-on discretionary management for smaller individual and family clients and some degree of non-discretionary advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices