CALVERT STREET CAPITAL PARTNERS, INC.
Firm details
- Headquarters
- TOWSON, Maryland
- CRD number
- 158096
- Registered since
- March 30, 2012
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Calvert Street Capital Partners, Inc. is a privately owned corporation operating as a private equity fund manager and SEC-registered adviser since 2012. The firm serves institutional clients and focuses on managing pooled investment vehicles; it lists portfolio management for pooled funds as a core advisory activity. It also functions as a sponsor, general partner and managing member of private pooled vehicles, indicating the firm typically structures and runs its own funds rather than acting solely as an allocator to third-party managers. The firm’s fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. Calvert Street is not designated as an active ESG investor in the source data, and it is not described as a multi-state adviser, pension consultant or related adviser.
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
Owners & executives
2 of 2PETER GALLOWAY
Chief Compliance OfficerCRD 4830279
CARRIE SOWERS
Chief Operating & Financial OfficerCRD 1996291
Contacts
3 of 4BRIAN GUERIN
Managing PartnerCRD 4822332
ANDREW JOHN
PartnerCRD 4384635
MICHAEL BOOTH
Partner, Private EquityCRD 4385872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOWSON, MD
BALTIMORE
Location
TOWSON, MD
Headquartered in TOWSON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 1 Olympic Pl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SFG WEALTH MANAGEMENT
RIATOWSON, MD
RED OAK FINANCIAL GROUP
RIATOWSON, MD
FINANCIAL COUNCIL, LLC
RIATOWSON, MD
OLIVER WEALTH MANAGEMENT
RIATOWSON, MD
CHESAPEAKE FINANCIAL ADVISORS
RIATOWSON, MD
BOLTON INVESTMENT
RIATOWSON, MD