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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Eagle
- 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.
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Owner & Executives
STEVEN DAVID FRIEDMAN
Managing Member, Portfolio Manager
- CRD
- #2786608
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,839,523 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,839,523 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,839,523
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $688,070,909 | 16.9% |
| Cash | $3,383,354,587 | 83.1% |
| Total | $4,071,425,496 | 100.0% |