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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-2011
- Office Locations
- 1
Office Locations
About Kalo Capital Management, LLC
Kalo Capital Management is a California-registered RIA offering an actively managed, long-only equity portfolio focused on opportunistic micro- and small-cap stock ideas. Founded by investor Steven Friedman (25 years’ experience), the firm emphasizes disciplined, research-driven security selection and alignment—Friedman invests alongside clients. Based in San Diego, Kalo targets under-the-radar companies that may be overlooked by the broader market.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 8 clients, or 8 clients per representative. That equates to $729.9K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Platform
- Services
- Technology
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The full Kalo Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN DAVID FRIEDMAN
Managing Member, Portfolio Manager
- CRD
- #2786608
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,839,523 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,839,523 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kalo Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.