# Kaltbaum Capital Management

Kaltbaum Capital Management is an Asset Manager based in Boca Raton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** kaltbaumcapital.com

## Regulatory record

- **CRD number:** 123991
- **SEC file number:** 801-132465
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123991

## About

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.

## Sectors

- Public Equities

## People

- Gary Kaltbaum — President & Founder

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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