KALAMATA ASSET MANAGEMENT LLC

7200 Wisconsin Avenue
Suite 500
Bethesda, Maryland 20814
Tel: 800-200-4071

About KALAMATA ASSET MANAGEMENT LLC

KALAMATA ASSET MANAGEMENT LLC, formally registered with the SEC as KALAMATA ASSET MANAGEMENT LLC. The firm was established in 06/29/2017. They have over 1 offices throughout the country.

KALAMATA ASSET MANAGEMENT LLC is a Bethesda, Maryland based Financial Planning firm with nearly $160,208,682 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284328
SEC#	801-110725
Assets Managed by Firm	$160,208,682
No. of Clients	2
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF PURCHASE PRICE OF ACQUIRED RECEIVABLES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$160,208,682

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