KALAMATA ASSET MANAGEMENT LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 284328). Regulatory assets under management: $106.8M.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Steven George Mandis | CHAIRMAN; TRUSTEE | — |
| Beth Lynne Smith | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| MANDIS STEVEN GEORGE | CEO; CHAIRMAN; CIO AND CHAIRMAN (+2 more) | — |
| SMITH JENNIFER LYNNE | CHIEF OPERATIONS OFFICER | — |
| Laks Brandon Scott | CHIEF UNDERWRITING OFFICER | — |
| Yost Steven Patrick | CHIEF FINANCIAL OFFICER | — |
| MAX CARLOS GABRIEL | CCO | — |
| BREME PAUL MARTIN | CCO; CHIEF COMPLIANCE OFFICER | — |
| FOSTER CONNER S | CHIEF INVESTMENT OFFICER | — |
| Herbert Beth Lynne | CHIEF OPERATIONS OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| KALAMATA MASTER FUND II LP | Other Private Fund | Cayman Islands | 3 | $79.1M | $100K |
| KALAMATA SHORT DURATION, HIGH YIELD FIXED INCOME FUND (DOMESTIC) LP | Other Private Fund | Delaware | 2 | $27.4M | $100K |