Calder Investment Advisors

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Calder Investment Advisors
CRD #143973
SEC #801-67907
CIK #
AUM $260.5 MM (2024-03-01)
Employees 6 (83% Investors, 0% Brokers)
Phone616-235-2442
Address7504 Thornapple River Dr SE
Ada, MI 49301
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 538 140.7
(b) Individuals (high net worth individuals) 2 16.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 56 97.8
(h) Charitable organizations 4 6.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,266 260.5
By Discretionary
Discretionary 1,266 260.5
Non-Discretionary 0 0.0
Total 1,266 260.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 260.5
Total 1,266 260.5
Comparable Firms State AUM ($BB)
First Eagle Separate Account Management LLC
NY 0.3
Keystone Asset Management Inc
VA 0.3
Truefg LLC
TX 0.3
Centerline Wealth Advisors LLC
KY 0.3
Premia Global Advisors LLC
FL 0.3
Jessup Wealth Management Inc
OH 0.3
Salvus Wealth Management LLC
NJ 0.3
Elyxium Wealth LLC
CA 0.3
Carswell Investments LLC
NY 0.3
United Advisors America Corporation
TX 0.3
Terms | Privacy | Guide
tony@aum13f.com