Kaltbaum Capital Management, LLC
● SEC registered since 2025CRD 123991SEC# 801-132465
Reg. AUM
$110.9M
Employees
2
Accounts
227
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 $110.9 million in regulatory assets under management and employs 2 people.
Kaltbaum Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Brian Kaltbaum Control | Managing Member/Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Kaltbaum Capital Management, LLC manage?
Kaltbaum Capital Management, LLC reports $110.9 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
| Phone | 407-514-3180 |
| Office hours | 8:30 - 5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$110.9M▼ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$110.9Mregulatory AUM
Discretionary $110.1MNon-discretionary $782K