CALERA CAPITAL ADVISORS, LP

RIASEC RegisteredEst. 2012
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$206M
Accounts
15
Employees
23
Advisory reps
7

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
158050
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Calera Capital Advisors, LP is a private equity–focused manager structured as a limited partnership that serves institutional investors through pooled investment vehicles. The firm acts as sponsor and general partner on its funds and provides portfolio management for those pooled vehicles rather than operating as a pure third‑party capital allocator. Its fee model combines a percentage of assets under management with performance‑based fees. Calera identifies as an active ESG investor, incorporating environmental, social and governance considerations into its investment decision process and fund oversight. Investment emphasis is concentrated on private equity, with secondary activity across commodity and energy sectors, including oil and gas. As a manager of closed‑end private funds, Calera’s allocation and manager selection priorities center on private market strategies where it can exercise governance as a sponsor or GP, while also using third‑party external managers for specific alternative exposures when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DANIEL DUMAIS

    Chief Financial Officer & Chief Compliance OfficerCRD 6306452

Contacts

3 of 6
  • ETHAN THUROW

    Managing DirectorCRD 4810836

  • MARK WILLIAMSON

    Managing PartnerCRD 6028033

  • BRIAN FEARNOW

    Managing DirectorCRD 4231159

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
425 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth