RIA Intelligence

KALAMATA ASSET MANAGEMENT LLC

CRD #284328 SEC #801-110725 BETHESDA, MD 800-200-4071
SEC Registered Private Funds
Total AUM
$113M
Discretionary
$113M
Employees
3
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0
LEI
38-3994043

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICCONA Control
BREME, PAUL, MARTINICHIEF COMPLIANCE OFFICERNA Control
BREME, PAUL, MARTINICHIEF COMPLIANCE OFFICERNA Control
BREME, PAUL, MARTINICHIEF COMPLIANCE OFFICERNA Control
FOSTER, CONNER, SICHIEF INVESTMENT OFFICERNA Control
FOSTER, CONNER, SICHIEF INVESTMENT OFFICERNA Control
FOSTER, CONNER, SICHIEF INVESTMENT OFFICERNA Control
FOSTER, CONNER, SICHIEF INVESTMENT OFFICERNA Control
Herbert, Beth, LynneICHIEF OPERATIONS OFFICERNA Control
Herbert, Beth, LynneICHIEF OPERATIONS OFFICERNA Control
Herbert, Beth, LynneICHIEF OPERATIONS OFFICERNA Control
Herbert, Beth, LynneICHIEF OPERATIONS OFFICERNA Control
Herbert, Beth, LynneICHIEF OPERATIONS OFFICERNA Control
Laks, Brandon, ScottICHIEF UNDERWRITING OFFICERNA Control
Laks, Brandon, ScottICHIEF UNDERWRITING OFFICERNA Control
Laks, Brandon, ScottICHIEF UNDERWRITING OFFICERNA Control
Laks, Brandon, ScottICHIEF UNDERWRITING OFFICERNA Control
Laks, Brandon, ScottICHIEF UNDERWRITING OFFICERNA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICIO AND CHAIRMANNA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICEONA Control
MANDIS, STEVEN, GEORGEICHAIRMANNA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
MAX, CARLOS, GABRIELICCONA Control
SMITH, BETH, LYNNEICHIEF OPERATIONS OFFICERNA Control
SMITH, BETH, LYNNEICHIEF OPERATIONS OFFICERNA Control
SMITH, BETH, LYNNEICHIEF COMPLIANCE OFFICERNA Control
Yost, Steven, PatrickICHIEF FINANCIAL OFFICERNA Control
Yost, Steven, PatrickICHIEF FINANCIAL OFFICERNA Control
Yost, Steven, PatrickICHIEF FINANCIAL OFFICERNA Control
Yost, Steven, PatrickICHIEF FINANCIAL OFFICERNA Control
Yost, Steven, PatrickICHIEF FINANCIAL OFFICERNA Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA CAPITAL, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control
KALAMATA INTERMEDIATE HOLDINGS, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
MANDIS, STEVEN, GEORGEISTEVEN G MANDIS REVOCABLE TRUSTF Control
LIMENI HOLDINGS LLCDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
LIMENI HOLDINGS LLCDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
LIMENI HOLDINGS LLCDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
MANDIS, STEVEN, GEORGEIKALAMATA CAPITAL, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDEKALAMATA INTERMEDIATE HOLDINGS, LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDELIMENI HOLDINGS LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDELIMENI HOLDINGS LLCE Control
STEVEN G MANDIS REVOCABLE TRUSTDELIMENI HOLDINGS LLCE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (2)

MD NY

Address

7200 WISCONSIN AVENUE
SUITE 500
BETHESDA, MD 20814
United States
Phone: 800-200-4071