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Calamos Wealth Management LLC
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CRD # | 143490 |
SEC # | 801-67787 |
CIK # | 0001455258 |
AUM | $3.3 BB (2024-03-22) |
Employees | 41 (80% Investors, 44% Brokers) |
Phone | 630-245-7200 |
Address | 2020 Calamos Court Naperville, IL 60563-2787 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 140.4 | |
NVDA | 399,550.0 | 94.6 | |
MSFT | 1,918,222.4 | 91.6 | |
GOOGL | 1,475,138.5 | 64.4 | |
AMZN | 1,092,997.8 | 55.5 | |
LLY | 301,789.7 | 28.8 | |
AVGO | 201,282.9 | 25.8 | |
UNH | 477,004.0 | 22.3 | |
HD | 277,648.0 | 21.5 | |
NFLX | 79,791.6 | 20.3 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 710 | 0.2 |
(b) Individuals (high net worth individuals) | 2,134 | 2.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 82 | 0.1 |
(h) Charitable organizations | 41 | 0.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 54 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 3,021 | 3.3 |
By Discretionary | ||
Discretionary | 3,018 | 3.1 |
Non-Discretionary | 3 | 0.2 |
Total | 3,021 | 3.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.3 | |
Total | 3,021 | 3.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001455258] | |
SC 13G | [0001455258] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Calamos Wealth Management LLC | Calamos Aksia Alternative Credit & Income Fund | [2024-08-06] |
Related Firms | State | AUM ($BB) |
---|---|---|
Calamos Advisors LLC
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IL | 33.7 |
Calamos Wealth Management LLC
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IL | 3.3 |
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