CALERA CAPITAL ADVISORS, LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 158050
- Registered since
- March 30, 2012
- Website
- www.caleracapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL DUMAIS
Chief Financial Officer & Chief Compliance OfficerCRD 6306452
Contacts
3 of 6ETHAN THUROW
Managing DirectorCRD 4810836
MARK WILLIAMSON
Managing PartnerCRD 6028033
BRIAN FEARNOW
Managing DirectorCRD 4231159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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