Multi-Family OfficeRIA · CRD 152375SEC-Registered

Updated:

Kalorama Wealth Strategies

KALORAMA WEALTH STRATEGIES, LLC is an SEC-registered investment adviser with $30 million in regulatory assets under management. The firm manages $29 million on...

Kalorama Wealth Strategies

KALORAMA WEALTH STRATEGIES, LLC is an SEC-registered investment adviser with $30 million in regulatory assets under management. The firm manages $29 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Private CreditReal EstateInfrastructureHedge FundsWealth Management

Frequently asked questions

Who runs investment decisions at Kalorama Wealth Strategies?

The firm has not publicly identified its investment principals or decision-making hierarchy. As a multi-family office, investment decisions may be shared among a small team of professionals and influenced by the preferences of the families served.

What investment stages does Kalorama Wealth Strategies target?

The firm's strategy encompasses private credit, real estate, infrastructure, and hedge funds. This mix suggests exposure to both early-stage direct investments and later-stage fund commitments, though specific stage preferences are not publicly documented.

Is Kalorama Wealth Strategies a single-family office or multi-family office?

Kalorama Wealth Strategies operates as a multi-family office, serving multiple families rather than a single wealthy family. This structure allows it to pool capital for larger deals and provide diversified investment access.

How does Kalorama Wealth Strategies source proprietary deal flow?

Public records do not detail the firm's sourcing model. Multi-family offices of this type typically rely on networks of advisors, industry relationships, and co-investment partnerships to identify opportunities. The lack of disclosure around deal flow is common among family offices of this scale.

Does Kalorama Wealth Strategies participate in fund commitments or only direct deals?

The firm's stated asset classes—including hedge funds and private credit funds—suggest it participates in fund commitments alongside direct investments. The multi-family office structure often supports both channels to provide liquidity and diversification.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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