Adviser Profile
| As of Date | 04/23/2025 |
| Registration status | Registration Changed to KALTBAUM CAPITAL MANAGEMENT, LLC |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 117,979,814 27% |
| of that, discretionary | 115,724,119 26% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 446,893 16% |
| % High Net Worth | 44.32% 22% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds