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Kalmar Investment Advisers (Wilmington)


Kalmar Investment Advisers is a large advisory firm based in Wilmington. It manages $1.55 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

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Kalmar Investment Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kalmar Investment Advisers: assets under management

The assets under management (AUM) of Kalmar Investment Advisers is $1.55 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 579% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.55 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $773.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kalmar Investment Advisers for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Wilmington

The principal office where Kalmar Investment Advisers performs its advisory services is located at Barley Mill House, Wilmington, DE 19807, which is also the mailing address of the firm. 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.


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