# Kala Capital

> Kala Capital is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 312316
- Filed as: KALA CAPITAL
- Legal name: Kala Capital Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Hawaii
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312316
- AdvisorCensus page: https://advisorcensus.com/firm/kala-capital-312316

## Quick answers

**How is Kala Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Kala Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Kala Capital registered with the SEC or a state?**
Kala Capital is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 312316.

**How much does Kala Capital manage?**
Kala Capital reports $24,750,288 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (96% discretionary).

**How have Kala Capital's assets and staff changed since 2021?**
In the Form ADV data for Kala Capital: Regulatory assets under management: $2,133,000 in the October 2021 data and $24,750,288 in the October 2026 data, up 1060%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kala Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (5).

**Does Kala Capital report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312316

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $24,750,288
- Discretionary: $23,659,641
- Non-discretionary: $1,090,647

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $15,547,809 |
| High net worth individuals | 5 | $9,202,479 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312316

### Websites listed on Form ADV (Item 1.I)
- kalacapitalpartners.com
- Facebook @KalaCapitalPartnersHawaii
- Instagram @kalacapital
- LinkedIn @kala-capital-partners
- YouTube @UCPwzMM4BXVI7B0sku_Mf2rw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,133,000 | 4 | August 27, 2021 |
| October 2026 | $24,750,288 | 3 | May 7, 2026 |

Regulatory assets under management: $2,133,000 in the October 2021 data and $24,750,288 in the October 2026 data, up 1060%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kala Capital (CRD 312316): Form ADV filing data as of October 2026.