Calamar Capital Management, LLC is a mid-sized advisory firm based in Wheatfield. It manages $29.65 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.
Calamar Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Calamar Capital Management, LLC is $29.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Calamar Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Calamar Capital Management is pooled investment vehicles with 2 clients and $29.65 million of assets under management. Among the 0 most similar advisory firms, Calamar Capital Management has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $29.65 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Calamar Capital Management also advises several private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Calamar Capital Management, LLC performs its advisory services is located at 3949 Forest Parkway, Wheatfield, NY 14120, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-693-0006 or by fax 716-693-3590. The normal business hours are 9am to 5pm on Monday - Friday.