CALAMOS ADVISORS LLC

RIASEC RegisteredEst. 1987
Total AUM
$43.9B
Discretionary
$43.9B
100% of AUM
Avg account
$22.4M
Accounts
1,957
Employees
300
Advisory reps
45

Firm details

Headquarters
NAPERVILLE, Illinois
CRD number
105758
Registered since
May 29, 1987
Website
www.calamos.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, U.S. BANK, N.A.
Fee structure
Percentage of AUM
Client types
  • Investment Companies91.14%
  • HNWI3.49%
  • Insurance Companies2.01%
  • Corporations / Businesses1.26%
  • Pension & Profit Sharing Plans0.97%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Calamos Advisors LLC is an investment advisory firm organized as an LLC and registered with the SEC since 1987. It manages assets for individual and family clients as well as institutional investors on a percentage-of-AUM fee basis. The firm provides portfolio management across retail and pooled structures — including separate account management, investment company strategies and management of pooled investment vehicles — and operates in roles that include CPO/CTA activity and sponsor/GP or managing-member responsibilities for pooled vehicles. Calamos reports being active on ESG considerations and participates in broker-dealer and other adviser affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Exchange Traded Equities 56%, Non-Investment Grade Corp Bonds 14%, Investment Grade Corp Bonds 10%, State & Local Bonds 9%, US Government Bonds 8%, Public Funds/Mutual Funds 1%, Private Funds 1%, Cash & Cash Equivalents 1%, Other 1%56%
  • Exchange Traded Equities56%
  • Non-Investment Grade Corp Bonds14%
  • Investment Grade Corp Bonds10%
  • State & Local Bonds9%
  • US Government Bonds8%

Owners & executives

3 of 8

  • JOHN CALAMOS SR.

    Founder, Chairman, and CIOCRD 38210

  • JOHN SIANIS

    Chief of StaffCRD 4634195

  • Walter Kelly

    Managing Director, Chief Compliance OfficerCRD 4729454

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Contacts

3 of 37

  • MEGAN CLEARY

    Client Relationship ManagerCRD 5073583

  • Seth Steele

    Investment ConsultantCRD 6887037

  • Thomas Kiley

    SVPCRD 2869770

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 179

Active vs passive

$1.8B in ETFs

Passive

80%

$1.5B

Active

10%

$375M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$459M705,10325.09%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth