A complete list of active advisors currently associated with Kalo Capital Management, LLC

Warmer can help you find a great advisor at Kalo Capital Management, LLC or one who fits your needs even better.

Kalo Capital Management provides discretionary investment management to individuals, high‑net‑worth clients, family offices, hedge funds and institutional investors, and also offers stock‑specific advisory services where it does not manage client assets. The firm reports approximately $5.84 million in assets under management across a small number of accounts and has previously acted as the general partner for a pooled investment vehicle. The firm concentrates on emerging‑growth equity strategies, combining fundamental analysis with opportunistic shorter‑term trading and may use derivatives, short sales and leverage consistent with client risk tolerances. For qualified investors, Kalo may assess performance‑based compensation tied to outperformance versus the Russell 2000 benchmark and applies a high‑water mark to those arrangements. Relative to many peers of similar size, Kalo engages in several atypical activities for a small adviser: it has sponsored and custodied a pooled vehicle, provides compensated stock‑specific advice and data‑sharing arrangements with third parties (subject to contractual safeguards), and works with other investment advisers and institutional clients. The firm discloses procedures to address conflicts from side‑by‑side management and personal trading and generally seeks to implement trades pari‑passu when multiple client accounts follow the same strategy.

To learn more about the advisors currently working at Kalo Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.