Kalamata Asset Management LLC
Kalamata Asset Management LLC is an SEC-registered asset manager in Bethesda, MD with $106.8M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Kalamata Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284328, SEC 801-110725, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $106.8M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Bethesda, MD
- Employees
- 3
- Clients
- 2
- CRD
- 284328
- Ownership
- KALAMATA CAPITAL, LLC; MAX, CARLOS, GABRIEL; KALAMATA INTERMEDIATE HOLDINGS, LLC; MANDIS, STEVEN, GEORGE; Laks, Brandon, Scott
How much AUM does Kalamata Asset Management LLC have?
Kalamata Asset Management LLC reported $106.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kalamata Asset Management LLC?
Disclosed owners and executives of Kalamata Asset Management LLC include KALAMATA CAPITAL, LLC, MAX, CARLOS, GABRIEL, KALAMATA INTERMEDIATE HOLDINGS, LLC, MANDIS, STEVEN, GEORGE, Laks, Brandon, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.