KALO CAPITAL MANAGEMENT, LLC

KALO CAPITAL MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 157232). Regulatory assets under management: $5.8M.

Registration

• CRD: 157232
• Type: Registered investment adviser
• Location: 4969 BEAUCHAMP COURT, SAN DIEGO, CA, 92130
• Phone: 732-860-5256
• Latest filing: 2026-03-18
• Regulatory AUM: $5.8M
• Discretionary AUM: $5.8M
• Clients: 2
• Accounts: 7

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157232 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search