Key facts
- Status: Privately Held (no backing).
Leadership
- Michael McDermottChief Executive Officer and Member of the Investment Committee
- Nicholas LeasureInvestment Analyst
- ·Watchlist + deal alerts for Kathmere Capital Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Kathmere Capital Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Kathmere Capital Management
Provider of financial management services for individuals, families, and businesses. The company offers investment advisory, portfolio management, life insurance advisory, and retirement plan management services. The team includes professionals with specialized knowledge in various disciplines, and clients have access to all current Wealth 360 portal offerings through the Kathmere Client Center. The company prioritizes constant improvement and takes data privacy seriously.
- Sector
- Financial Services
- HQ
- Wayne, PA, United States
- Employees
- 25
- Website
- kathmere.com/
- Ownership
- Privately Held (no backing)
Kathmere Capital Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Kathmere Capital Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Kathmere Capital Management in its N-PORT filings yet. We sweep new filings monthly.