Calamos Advisors LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 105758
- Registered since
- May 29, 1987
- Website
- www.calamos.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies91.14%
- HNWI3.49%
- Insurance Companies2.01%
- Corporations / Businesses1.26%
- Pension & Profit Sharing Plans0.97%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Calamos Advisors LLC is an SEC-registered investment adviser (registered in 1987) organized as an LLC that manages portfolios for individuals, families and institutions. The firm charges fees based on a percentage of assets under management and provides portfolio management across individual/small business accounts, investment companies, pooled vehicles and institutional clients. Calamos also operates in roles tied to pooled vehicles — including sponsor/GP and CPO/CTA activities — and maintains industry affiliations with broker-dealers and other investment advisers. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Non-Investment Grade Corp Bonds14%
- Investment Grade Corp Bonds10%
- State & Local Bonds9%
- US Government Bonds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$2.2B in ETFs
17%
$373M
3%
$1.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CALAMOS TAX-AWARE COLLATERAL ETF (CBOX) | Calamos | $1.6B | 15,828,162 | 73.36% |
Location
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 2020 Calamos Ct
- Time zone
- CT (UTC-6)
- Office locations
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