Gurpreet Bedi is a registered investment advisor at Kalamata Asset Management LLC, based in Bethesda, MD, with 7 years of industry experience. Gurpreet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kalamata Asset Management (KAM) manages investments for private funds and charges an advisory fee based on the value of the assets they manage, up to 3.0%. As the value of the assets under management grows past certain tiers, the fee decreases, eventually reaching 2.0% once the value of the assets under management exceeds $175 million. KAM has the authority to negotiate fees, and fees may differ between funds and investors. The advisory fee is charged monthly and paid based on performance.
Location
7315 Wisconsin Ave, Suite 550E, Bethesda, MD, 20814
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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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Gurpreet is a general partner in PBS Sapphire Investment Club, a private investment club, since 2021. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Kalamata Asset Management LLC
Previous Registrations
Kalamata Asset Management LLC
State Registrations1 state
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