KALAMATA ASSET MANAGEMENT LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 5 -28.57%
of those in investment advisory functions 1 -66.67%
Registration SEC, Approved, 06/29/2017
Other registrations (1)
AUM* 160,208,682 -1.86%
of that, discretionary 160,208,682 -1.86%
Private Fund GAV* 163,242,082
Avg Account Size 80,104,341 -1.86%
SMA’s No
Private Funds 2
Contact Info 443 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
163M 140M 117M 93M 70M 47M 23M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$163,242,082

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Brochure Summary