Calpa Advisors LLC
Firm details
- Headquarters
- Kirkland, Washington
- CRD number
- 318008
- Registered since
- September 11, 2024
- Website
- www.calvert.com
- Fee structure
- Fixed Fees
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Calpa Advisors LLC is an SEC-registered institutional RIA formed as a limited liability company in 2024 and owned by an individual. The firm positions itself as a capital allocator with a fee model based on fixed fees. Its principal advisory work centers on pension consulting and the selection of other advisers, indicating a focus on institutional retirement-plan clients and outsourced manager oversight. Calpa does not self-identify as an active ESG investor and is not reported as a multi-state 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
Contacts
1 of 1
Michael Kennedy
Managing MemberCRD 4949439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kirkland, WA
King
Location
Kirkland, WA
Headquartered in Kirkland, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 11250 Kirkland Way
- Time zone
- PT (UTC-8)
- Office locations
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