Conner
Foster
Kalamata Asset Management LLC
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About this Advisor
Conner Foster is a financial advisor operating in Bethesda, Maryland with a total of 4 years of relevant experience. Foster currently works for Kalamata Asset Management LLC. The advisor has gained experience at Kalamata Asset Management, LLC, Kalamata Capital, LLC, Wells Fargo, University Research Co, Jt Restaurants Inc, Hult Int'L Business School, Party Staff Inc and Indiana University. Foster maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Maryland. Kalamata Asset Management LLC is a firm operating out of Bethesda, MD. It administers $163 million in assets between its two customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Kalamata Asset Management Llc offers portfolio management for pooled investment vehicles. Fees for financial advisory services are based on which services are provided. However, fees billed by Kalamata Asset Management LLC most likely include some combination of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kalamata Asset Management LLC Brokerage Details
$163,242,532
7
2
$81,621,266
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Conner Foster Work History
Conner has been registered as a financial advisor for 4 years.*
Kalamata Asset Management, LLC
Kalamata Capital, LLC
Wells Fargo
University Research Co
Jt Restaurants Inc
Hult Int'L Business School
Party Staff Inc
Indiana University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Conner Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kalamata Asset Management LLC
Bethesda, MD
Bethesda, MD
Bethesda, MD
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