GB
Gurpreet S. Bedi
KALAMATA ASSET MANAGEMENT LLC
Bethesda, MD 20814
Some features on this profile are disabled
CRD#: 6915553
GB
Professional summary
Gurpreet Singh Bedi, who also goes by Preet Bedi, Gurpreet Bedi, is a registered financial advisor currently at KALAMATA ASSET MANAGEMENT LLC located in Bethesda, Maryland.
Gurpreet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Gurpreet has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Preet Bedi | Gurpreet Bedi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: PBS Sapphire Investment Club - This business is investment related. Address: 1911 Welton Mews, Woodbridge VA 22192 Nature of business: Private Investment Club Position/Title: General Partner Start Date: 2/2/21 Hours/Month: 2 Hours/Month devoted to the other business during securities trading hours: 0 Duties: Group of individuals who each contribute money to a pool that is then invested for the shared benefit of the group members through consensus.
CRS (Client Relationship Summary) - RIA
Click below to view Gurpreet Singh Bedi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 14, 2019 - Present
KALAMATA ASSET MANAGEMENT LLC
Office #1: 7315 Wisconsin Ave Suite 550e, Bethesda, MD 20814RIA
CRD#: 284328
Bethesda, MD
Past
February 16, 2018 - December 31, 2018
KALAMATA ASSET MANAGEMENT LLC
RIA
CRD#: 284328
Bethesda, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KALAMATA ASSET MANAGEMENT LLC
KALAMATA ASSET MANAGEMENT LLC
CRD#: 284328 / SEC#: 801-110725
RIA
Registered Investment Advisory firm - (6/29/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(3/14/2019)
Current Firm
KA
KALAMATA ASSET MANAGEMENT LLC
KALAMATA ASSET MANAGEMENT LLC
CRD#: 284328 / SEC#: 801-110725
RIA
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Contact information
Main Address
7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814
Mailing Address
Phone number
(800) 200-4071
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 113,010,388 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 5/30/2017 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
