Steven Friedman is a CFA-designated registered investment advisor at Kalo Capital Management, LLC, based in San Diego, CA, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm charges 1.5% annually. Fees are negotiable. A performance fee may also apply for qualified investors. Kalo may also offer advisory services for a management fee and no performance fee, with the amount of the management fee dependent on the strategy offered.
Fee Estimator
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven is the Portfolio Manager for Kalo Capital Management, LP (a hedge fund), and also has minority ownership and serves as Portfolio Manager for Potomac Partners, LP (a family fund of funds hedge fund). He spends minimal time on ABF Enterprises or Potomac Partners.
Employment History
Current Registrations
Kalo Capital Management, LLC
State Registrations1 state
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