Kalmar Investments Inc is a large advisory firm based in Wilmington. It manages $452.67 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Delaware, and 20 other states.
Kalmar Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kalmar Investments Inc is $452.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Kalmar Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kalmar Investments Inc performs its advisory services is located at Barley Mill House, Wilmington, DE 19807, which is also the mailing address of the firm. An additional office of the firm is in Chadds Ford, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 302-658-7575 or by fax 302-658-7513. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at kalmarinvestments.com.