CALIDRIS FINANCIAL, LLC

Overview

Calidris Financial, LLC is an independent registered investment adviser operating as a limited liability company that serves high-net-worth individuals, families and a smaller slate of institutional clients. The firm acts as a capital allocator: it constructs and manages portfolios directly and selects outside managers when a client call requires specialist capabilities. Its advisory suite centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible—percentage-of-AUM, hourly and fixed-fee engagements are all offered—so the firm can accommodate ongoing relationships or project-based work. Investmently, the firm shows a clear tilt toward equity exposures. Exchange-traded equities and ETFs are the primary building blocks, applied through separately managed account (SMA) structures that enable customization at the client level. Calidris Financial is not positioned as an ESG-focused manager, and its regulatory footprint appears to be concentrated rather than multi-state.

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Public Holdings

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Location & Offices