Cgam
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 322813
- Registered since
- October 7, 2022
- Website
- www.calamos.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cgam LLC is an SEC-registered institutional RIA that offers portfolio management services to pooled investment vehicles and investment companies. The firm is organized as a limited liability company and registered with the SEC in 2022. Its client base is institutional, and it charges fees as a percentage of assets under management. Cgam identifies as an active ESG investor and reports relationships with other advisory entities, including roles that suggest it acts as a sponsor or managing member of pooled vehicles and maintains related-adviser structures. The firm’s regulatory and business footprint includes CPO/CTA activity and affiliations with broker-dealers and other investment advisers. Cgam is not set up as a multi-state adviser and is not described as a capital allocator, which aligns with its focus on serving institutional accounts and managing pooled investment structures rather than acting primarily as an allocator to external managers.
Assets & Accounts
Investments & Alternatives
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
3 of 6
Constance Stavropoulos Palas
Chief Compliance OfficerCRD 6821055

John Koudounis
Chief Executive OfficerCRD 1878118

Thomas Herman
Executive Vice President & Chief Financial OfficerCRD 4915058
Contacts
3 of 4
Giannis Antetokounmpo
MemberCRD 7626725

Dylan Wondra
DirectorCRD 6763936

Christopher Russell
SVPCRD 6103960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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