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KALTBAUM CAPITAL MANAGEMENT

KALTBAUM CAPITAL MANAGEMENT, LLC

CRD 123991 · SEC 801-132465

Visit website

AZ, United States

Phone

407-514-3180

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$110.9M

Discretionary AUM

$110.1M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Portfolio management (individuals)Publication of periodicalsINVESTMENT RESEARCH CONSULTING

Client types

TypeClientsAUM
Individuals118$12.7M
High net worth individuals109$98.2M

States served

AZ, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD