Kaltbaum Capital Management
Kaltbaum Capital Management is an SEC-registered mass-market adviser with $110.9M assets under management (AUM, regulatory AUM), -6% over one year. See who owns Kaltbaum Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123991, SEC 801-132465, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $110.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 227
- CRD
- 123991
- Ownership
- KALTBAUM, GARY, BRIAN
How much AUM does Kaltbaum Capital Management have?
Kaltbaum Capital Management reported $110.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Kaltbaum Capital Management?
Disclosed owners and executives of Kaltbaum Capital Management include KALTBAUM, GARY, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.