Katalgar Capital Management, LLC

Katalgar Capital Management is an independent registered investment adviser that provides portfolio management to individuals, trusts, estates and charitable organizations. The firm manages client accounts on a percentage-of-assets basis with custody and trade execution through Charles Schwab Institutional and does not provide financial planning services.

The firm uses fundamental, bottom-up analysis to construct portfolios primarily composed of individual stocks and bonds, mutual funds and ETFs, generally favoring mid- and large-cap companies with above-average growth potential at valuations below historical or S&P 500 norms. Holdings are typically intended for multi-year horizons, with limited use of options as hedges, no shorting or margin, and an emphasis on minimizing tax consequences for largely taxable clients.

Katalgar’s client base is unusually small and skewed toward larger, taxable accounts rather than non‑high‑net‑worth individual clients, and the firm states a preference for accounts above $1 million while managing roughly $47.6 million across a handful of relationships. The firm relies solely on the Schwab Institutional platform for custody and receives platform software and research benefits, provides quarterly reviews and letters to clients, and its principal draws on multi-decade institutional investment experience and the CFA designation in managing portfolios.