Gurpreet
Bedi
Kalamata Asset Management LLC
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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.
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Kalamata Asset Management LLC Brokerage Details
$160,208,682
5
2
$80,104,341
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Gurpreet Bedi Work History
Kalamata Asset Management, LLC
Kalamata Capital, LLC
Treliant Risk Advisors
Domino'S
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
Bethesda, MD
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