# KALAMATA ASSET MANAGEMENT LLC

KALAMATA ASSET MANAGEMENT LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 284328
- Type: SEC-registered investment adviser
- SEC file number: 801-110725
- Location: 7200 WISCONSIN AVENUE, SUITE 500, BETHESDA, MD, 20814
- Phone: 800-200-4071
- Latest filing: 2026-03-31
- Regulatory AUM: $106.8M
- Discretionary AUM: $106.8M
- Clients: 3
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284328/similar
- Related entities: https://search.stillhousedata.com/firm/284328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284328

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.