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7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
7315 Wisconsin Ave Suite 550E, Bethesda, MD 20814 • United States
7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalamata Asset Management, Llc | Bethesda | MD | 10/2016 | Present |
| Kalamata Capital, Llc | Bethesda | MD | 07/2015 | 10/2016 |
Name: PBS Sapphire Investment Club - This business is investment related. Address: 1911 Welton Mews, Woodbridge VA 22192 Nature of business: Private Investment Club Position/Title: General Partner Start Date: 2/2/21 Hours/Month: 2 Hours/Month devoted to the other business during securities trading hours: 0 Duties: Group of individuals who each contribute money to a pool that is then invested for the shared benefit of the group members through consensus.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-08 |
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