CALVERT STREET CAPITAL PARTNERS, INC.

RIASEC RegisteredEst. 2012
Total AUM
$663M
Discretionary
$663M
100% of AUM
Avg account
$39M
Accounts
17
Employees
22
Advisory reps
6

Firm details

Headquarters
TOWSON, Maryland
CRD number
158096
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Calvert Street Capital Partners, Inc. is a privately owned corporation operating as a private equity fund manager and SEC-registered adviser since 2012. The firm serves institutional clients and focuses on managing pooled investment vehicles; it lists portfolio management for pooled funds as a core advisory activity. It also functions as a sponsor, general partner and managing member of private pooled vehicles, indicating the firm typically structures and runs its own funds rather than acting solely as an allocator to third-party managers. The firm’s fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. Calvert Street is not designated as an active ESG investor in the source data, and it is not described as a multi-state adviser, pension consultant or related adviser.

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

2 of 2
  • PETER GALLOWAY

    Chief Compliance OfficerCRD 4830279

  • CARRIE SOWERS

    Chief Operating & Financial OfficerCRD 1996291

Contacts

3 of 4
  • BRIAN GUERIN

    Managing PartnerCRD 4822332

  • ANDREW JOHN

    PartnerCRD 4384635

  • MICHAEL BOOTH

    Partner, Private EquityCRD 4385872

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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

TOWSON, MD

BALTIMORE

Location

TOWSON, MD

Headquartered in TOWSON, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
1 Olympic Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth