Kamada Investment Management

Overview

Kamada Investment Management is a small, privately held advisory firm organized as a limited liability company that serves individual and family clients with discretionary portfolio management focused on equity exposure. The firm charges a mix of percentage-of-AUM and fixed-fee arrangements and positions itself to manage concentrated, relationship-driven accounts for a small client base. Kamada reports a clear preference for equities, with a material tilt toward non-exchange-traded holdings, and it performs portfolio management for individuals and small businesses rather than institutional pension consulting or ESG-focused mandates. Reporting indicates the firm is not a multi-state adviser and does not identify as an active ESG investor. Investment activity centers on directly managed equity allocations supplemented by pooled products (mutual funds) and pathways to third-party alternative managers, suggesting a hybrid approach that blends customized holdings with outsourced strategies where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices