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238 South Arroyo Parkway Suite 403, Pasadena, CA 91105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelmar Capital Management, Llc | Pasadena | CA | 08/2001 | Present |
| Stone Bridge Investment Partners Llc | Ashburn | VA | 04/2017 | Present |
Kelmar Capital Management, LLC Yes, Investment related - a registered investment advisor (RIA) 238 South Arroyo Pkwy, Pasadena, CA 91105 Nature of business: registered investment advisor Principal Started in 2001 Hours per month: approx. 160 - during securities trading hours Owner, manager; provide investment advisory services to high net worth individuals City of La Canada Flintridge Yes, Investment related 1327 Foothill Boulevard, La Cañada Flintridge, CA 91011 Nature of business: Treasury management for the municipality Title: Treasurer Started in 2006 Hours per month: 20; varies during securities trading hours Duties: Treasury management; manage investment portfolio for the city.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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