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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.
Overview
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.
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.
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