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Kaltbaum Capital Management, LLC

● SEC registered since 2025CRD 123991SEC# 801-132465
Export (members)
Reg. AUM
$118M
Employees
2
Accounts
264
Location

Kaltbaum Capital Management, LLC assets under management

Kaltbaum Capital Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2025. It reports $118 million in regulatory assets under management and employs 2 people.

Kaltbaum Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gary Brian Kaltbaum ControlManaging Member/Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Kaltbaum Capital Management, LLC manage?

Kaltbaum Capital Management, LLC reports $118 million in regulatory assets under management on its Form ADV.

How many employees does Kaltbaum Capital Management, LLC have?

Kaltbaum Capital Management, LLC reports 2 employees.

Does Kaltbaum Capital Management, LLC disclose fund performance?

Kaltbaum Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone407-514-3180
Office hours8:30 - 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$115.7M
Non-discretionary$2.3M
Total (RAUM)$118M