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KALO CAPITAL MANAGEMENT, LLC
CRD 157232
4969 BEAUCHAMP COURT, SAN DIEGO, CA, 92130, United States
Phone
732-860-5256
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.8M
Discretionary AUM
$5.8M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD