Calera Capital Advisors, LP (San Francisco)

Name: Calera Capital Advisors, LP
Address: 580 California Street, San Francisco, CA, 94104
Telephone: 415-632-5200

Calera Capital Advisors, LP is a large advisory firm based in San Francisco. It manages $1.36 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Massachusetts.

Calera Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Calera Capital Advisors: assets under management

The assets under management (AUM) of Calera Capital Advisors, LP is $1.36 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and $72.47 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.36 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Calera Capital Advisors, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Calera Capital Advisors serves?

The only and largest group of clients of Calera Capital Advisors is pooled investment vehicles with 9 clients and $1.36 billion of assets under management. Among the 9 most similar advisory firms, Calera Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.36 billion for 9 clients. 11% of the firm’s clients are foreign persons or businesses.

Calera Capital Advisors also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Calera Capital Advisors, LP

The company employs 25 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark N Williamson	Managing partner	1 Jan 2007	25% - 50%	6028033
James Thomas Farrell	Managing partner	1 Jan 2007	25% - 50%	2348009
Kevin R Baker	Managing director/general counsel	1 Jan 2007	Other	6028040
Inc. Calera Capital Management	General partner	1 Jan 2007	Other	26-1218559
Mark Neville Williamson	Managing partner	1 Jan 2007	25% - 50%	6028033
Kevin Ray Baker	Managing director/general counsel	1 Jan 2007	Other	6028040
David P Lorsch	Managing director	1 Jan 2007	Other	6028034
Jeremy Alan Thatcher	Managing director/chief compliance officer/chief financial officer	1 Sep 2007	Other	2958255
James Andrew Halow	Managing director	1 Jan 2011	Other	3103980
Michael Sangjin Moon	Managing director	1 Jan 2011	Other	2526695
Lance Riley Taylor	Managing director/chief compliance officer/chief financial officer	1 May 2012	Other	5892984
Daniel Barry Dumais	Chief compliance officer and chief financial officer	1 Sep 2014	Other	6306452
Ethan Emil Thurow	Managing director	1 Jan 2015	Other	4810836
Paul Francis Walsh	Senior managing director	1 Sep 2015	Other	2068753
Brian Ford Fearnow	Managing director	1 Aug 2017	Other	4231159

Based in San Francisco

The principal office where Calera Capital Advisors, LP performs its advisory services is located at 580 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-632-5200 or by fax 415-632-5201. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at caleracapital.com.