Kalamata Asset Management

Asset Manager SEC-registered adviser

Legal name: Kalamata Asset Management LLC

Bethesda, MD

AUM

$106.8M
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$106.5M
Gross asset value

Employees

3

Last Form D raise

Jun 2016
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

S
Trustee, Steven G Mandis Revocable Trust

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Kalamata Short Duration, High Yield Fixed Income Fund (domestic) LPOther$27.4M$8.6M13Jun 2016Cold
Kalamata Master Fund II LPOther$79.1M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
284328
SEC file number
801-110725

Sources