CALAFIA GROUP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
332936

Firm profile

FINTRX

Overview

Calafia Group operates primarily as a sponsor and manager of pooled investment vehicles with a clear emphasis on real asset strategies. The firm is structured as a limited liability company and is identified in regulatory filings as engaging in other financial product sales activities. Its activity profile points to a manager role—acting as sponsor, general partner or managing member of funds—rather than a traditional registered investment adviser serving retail accounts. Calafia Group is not listed as an active ESG investor and is not indicated as a multi-state adviser. Its public-facing business activity centers on originating, structuring and managing privately placed investment vehicles, with an emphasis on real estate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Simran Nandwani

    General CounselCRD 7982159

  • Sahil Nandwani

    Managing PartnerCRD 7982157

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9777 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth