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KALAMATA ASSET MANAGEMENT LLC

BETHESDA, MD · CRD 284328 · IAPD ↗ · 800-200-4071

$106.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — KALAMATA ASSET MANAGEMENT LLC reported RAUM down 29% ($160.2M -> $113.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — KALAMATA ASSET MANAGEMENT LLC shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.