Updated:
Kaltbaum Capital Management
KALTBAUM CAPITAL MANAGEMENT is an SEC-registered investment adviser since 2025. The firm manages $111 million in assets, $110 million on a discretionary basis.
Kaltbaum Capital Management
KALTBAUM CAPITAL MANAGEMENT is an SEC-registered investment adviser since 2025. The firm manages $111 million in assets, $110 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2005
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Boca Raton, FL, United States
Principals
Gary Kaltbaum
President & Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Kaltbaum Capital Management?
Gary Kaltbaum is the sole portfolio manager and makes all investment decisions. He founded the firm in 2005 and previously held trading-desk and advisory roles. The firm does not publicly name a deputy or investment committee.
What is Kaltbaum Capital Management's investment strategy?
The firm runs a concentrated, long-only US equity strategy driven by technical analysis. It emphasizes momentum, relative strength, and strict stop-loss discipline. The portfolio typically holds 15 to 30 stocks and can move to heavy cash positions during market stress. No leverage or derivatives are used.
Does Kaltbaum Capital Management offer any pooled funds or institutional vehicles?
No. The firm manages only separately managed accounts for individual high-net-worth clients. There are no mutual funds, ETFs, private funds, or commingled institutional vehicles available.
How is Kaltbaum Capital Management related to Gary Kaltbaum's media activities?
Gary Kaltbaum is both the firm's founder and an active broadcaster. He hosts a nationally syndicated radio program, "The Gary Kaltbaum Investor Edge," and appears regularly on Fox Business. The firm and the media business are operated in parallel, with the radio presence serving as a client-acquisition channel.
What is the firm's succession or continuity plan?
No public succession plan exists. Gary Kaltbaum is the named sole investment authority, and the firm has not disclosed any deputy managers, junior partners, or next-generation leadership.
Profile maintained by Altss 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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: