KALMIA ADVISORS INC.
Adviser information for KALMIA ADVISORS INC. last updated from Form ADV on March 7th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-120165 |
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SEC ERA File Number | 802-120165 |
SEC CIK Numbers | None |
SEC CRD Numbers | 311763 |
Legal Entity Identifier | None |
Principal Office
46 DOGWOOD LANEROCKVILLE CENTRE
NY
United States
MONDAY, TUESDAY, THURSDAY, 9 AM - 5 PM
Tel: 516-446-1636, Fax: None
Chief Compliance Officer
KAITLYN E. SUYDAM
CHIEF LEGAL OFFICER
46 DOGWOOD LANE
ROCKVILLE CENTRE
NY
United States
Tel:
516-446-1636
K******@*****************M
(Full email address available in API data)
Industry Affiliates
JOHN J. SUYDAM | Lawyer or law firm |
KAITLYN E. SUYDAM | Lawyer or law firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
KALMIA INVESTMENTS LLC - SERIES B | Private Equity Fund | $25.3M | $0.3M | 6 |
KALMIA INVESTMENTS LLC - SERIES D | Private Equity Fund | $26.0M | $0.3M | 6 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SUYDAM, JOHN, JOSEPH | Individual | – | SHAREHOLDER; PRESIDENT; CHAIRMAN OF BOARD | 09/2019 | > 75% |
Suydam, Kaitlyn, Elizabeth | Individual | – | CHIEF LEGAL AND COMPLIANCE OFFICER; SECRETARY | 09/2019 | < 5% |