Kalmia Advisors Inc
- Assets, Funds, Holdings
| Kalmia Advisors Inc
|
| CRD # | 311763 |
| SEC # | 802-120165 |
| CIK # | |
| AUM |
|
| Employees |
|
| Phone | 516-446-1636 |
| Address | 46 Dogwood Lane
Rockville Centre, NY 11570-1501 |
| Source |
[IAPD]
|
|
Total AUM ($)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
Kalmia Investments LLC - Series D |
[2023-03-07]
|
26.0 M |
25.2 M |
|
Offered $30,000,000 · Filed 2023-03-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $3,999,999 · Duration One year or less · Net Assets $25,000,001 - $50,000,000
|
| PE |
Kalmia Investments LLC - Series B |
[2020-12-16]
|
25.2 M |
32.1 M |
|
Offered $25,250,000 · Filed 2021-10-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets $25,000,001 - $50,000,000
|
| AUM Breakdown |
Accounts |
AUM ($) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
0
|
0.0 |
| (b) Individuals (high net worth individuals) |
0
|
0.0 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
0 |
0.0 |
| By Discretionary |
| Discretionary |
0 |
0.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
0 |
0.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
0.0 |
| Total |
0 |
0.0 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Kaitlyn Suydam |
Executive Officer |
2 |
1 |
|
| Firm Profile (Form ADV) |
| Fund Types | Private Equity |
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