KALKA INVESTMENT MANAGEMENT, LLC

Kalka Investment Management, LLC, a US-based RIA, pursues long-term value equity investing with concentrated portfolios.

KALKA INVESTMENT MANAGEMENT, LLC

Kalka Investment Management, LLC is an SEC-registered investment adviser in White Plains, NY, registered since 2015. The firm advises clients on investment strategies. It is headquartered in White Plains.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at Kalka Investment Management?

The firm does not publicly disclose named investment professionals. As a registered investment advisor, investment decisions are made by a team operating under SEC fiduciary standards, but specific names are not available in public records (per public record).

How does Kalka Investment Management source proprietary deal flow?

The firm focuses on liquid public equity markets rather than private investments. Its process relies on fundamental research and screening of publicly traded securities, not proprietary deal flow from private networks.

Is Kalka Investment Management structured as a single family office or does it operate more like a traditional investment firm?

Kalka Investment Management is a Registered Investment Advisor (RIA) regulated by the SEC, not a family office. This structure imposes fiduciary duties, disclosure requirements, and regulatory oversight, distinguishing it from private family offices.

Does Kalka Investment Management participate in fund commitments or only direct deals?

The firm's strategy centers on direct public equity investments, not fund commitments or private direct deals. It builds concentrated portfolios of individual stocks through bottom-up research.

What investment stages does Kalka Investment Management typically target?

Kalka focuses on public equities across all stages of the market cycle, seeking undervalued companies with strong fundamentals. There is no specific stage bias within public markets beyond a value-oriented approach.

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