CALTIUS CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 157007
- Registered since
- March 30, 2012
- Website
- www.caltius.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Caltius Capital Management, LP is a limited partnership that operates as a private equity manager and sponsor of pooled investment vehicles. The firm focuses on running private equity funds where it typically serves as sponsor, general partner and managing member, and it also directs portfolio management for those pooled vehicles. Its client base is institutional, and the firm charges a blend of asset-based fees and performance-based fees consistent with private equity economics. Investment activity centers on private equity commitments and fund management rather than broad retail or wealth-management services. Caltius positions itself to source, structure and manage buyout and growth-oriented investments through vehicles it controls, while also allocating to external private equity managers when appropriate. The firm identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into its investment evaluation and portfolio oversight. Caltius is SEC-registered (since 2012) and is organized as a domestic entity with both entity and individual ownership.
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
2 of 2ERIC WAUTHY
Chief Financial OfficerCRD 2606414
JAMES UPCHURCH
President and CEOCRD 1207683
Contacts
3 of 8ALISA FREDERICK
Managing DirectorCRD 6010969
MICHAEL KANE
Co-FounderCRD 2619732
FREDERICK SHUART
Managing DirectorCRD 2780072
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 11766 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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