CALMWATER CAPITAL
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 282617
- Registered since
- January 25, 2017
- Website
- calmwatercapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DAVID COHEN
ChairmanCRD 1580203
DEAN CHANG
PrincipalCRD 6610421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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