CALMWATER CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$793M
Discretionary
$793M
100% of AUM
Avg account
$113M
Accounts
7
Employees
8
Advisory reps
2

Firm details

Headquarters
EL SEGUNDO, California
CRD number
282617
Registered since
January 25, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Calmwater Capital is a privately held investment adviser focused on pooled real estate vehicles for institutional clients. The firm is organized as a limited liability company and registered with the SEC in 2017. Its core advisory activity is portfolio management for pooled investment vehicles, where Calmwater Capital serves as sponsor, general partner and managing member on certain pooled funds. The firm charges a mix of percentage-of-AUM and performance-based fees and concentrates on institutional mandates rather than individual retail relationships. Calmwater Capital does not present itself as an ESG-active investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

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
  • DAVID COHEN

    ChairmanCRD 1580203

  • DEAN CHANG

    PrincipalCRD 6610421

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, 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
507 S Douglas St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth