|
⚲
|
| Calera Capital Advisors LP
✚
| |
|---|---|
| CRD # | 158050 |
| SEC # | 801-74041 |
| CIK # | |
| AUM | $2.6 BB (2024-03-27) |
| Employees | 25 (60% Investors, 0% Brokers) |
| Phone | 415-632-5200 |
| Address | 425 California Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Calera Capital Image Holdings LP | 2024-03-27 | 893.0 | |
| PE | Calera Capital Partners VI LP | [2022-03-30] | 0.0 | 508.0 |
| PE | Calera Capital Partners VI Side-By-Side LP | [2022-03-30] | 0.0 | 38.2 |
| PE | Calera XXIV LLC | [2022-03-30] | 0.0 | 195.8 |
| PE | Calera XXIII LLC | [2021-03-30] | 100.5 | 106.6 |
| PE | Calera XXII LLC | [2021-03-30] | 100.5 | 68.7 |
| PE | Calera XXI LLC | [2019-03-29] | 100.5 | 191.1 |
| PE | Calera XIX LLC | 2018-03-29 | 0.7 | |
| PE | Calera XX LLC | [2018-03-29] | 25.0 | 45.6 |
| PE | Calera Capital Partners V LP | [2016-03-30] | 519.3 | 576.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 11 | 2.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 11 | 2.6 |
| By Discretionary | ||
| Discretionary | 11 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 11 | 2.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| James Farrell | 27 | |||
| Kevin Baker | 25 | |||
| Mark Williamson | 21 | |||
| Calera Capital Management Inc | 15 | |||
| Calera Capital Investors V LP | 8 | |||
| Calera Capital Investors VI LP | 4 | |||
| Ben Abadi | 3 | |||
| James Halow | 3 | |||
| Michael Moon | 2 | |||
| Brian Fearnow | 2 | |||
| View All | ||||
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