Katalgar Capital Management, LLC

Overview

Katalgar Capital Management, LLC is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. The firm runs a predominantly equity-oriented strategy, with a clear preference for exchange-traded equities as the primary building block of client portfolios. It does not act as a capital allocator or operate pooled private funds; instead, it places client capital with third-party managers when alternatives exposure is desired. Katalgar charges both a percentage of assets under management and hourly fees, and it does not characterize itself as an active ESG investor. The firm’s client base is individual and family households rather than institutional pension plans or large intermediaries. Portfolio oversight appears discretionary across the book, enabling the adviser to implement equity tilts and manager selections without requiring client-by-client approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices