Gurpreet
Bedi

Kalamata Asset Management LLC

CRD#6915553
Investment Advisor
in Bethesda, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gurpreet Bedi is a financial advisor based in Bethesda, Maryland, working with Kalamata Asset Management LLC. Gurpreet has previously held positions at Kalamata Asset Management, LLC, Kalamata Capital, LLC, Treliant Risk Advisors, and Domino's. Gurpreet has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Gurpreet is part of Kalamata Asset Management LLC, which operates out of Bethesda, Maryland. The firm has 5 employees and manages assets totaling $160.2 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Kalamata Asset Management LLC includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

7315 Wisconsin Ave Suite 550E
Bethesda, MD 20814

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Kalamata Asset Management LLC Brokerage Details

Total Assets Under Management

$160,208,682

MD Average: $6,889,882,315
Total Number of Employees

5

MD Average: 45
Total Number of Accounts

2

MD Average: 765
Average Account Size

$80,104,341

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Gurpreet Bedi Work History

2016 - Present (8 years)

Kalamata Asset Management, LLC

2015 - 2016 (1 year)

Kalamata Capital, LLC

2015 - 2015 (< 1 year)

Treliant Risk Advisors

2014 - 2015 (1 year)

Domino'S

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gurpreet Bedi 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

Gurpreet Bedi
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started