Calvert Street Capital Partners, Inc. (Lutherville)

Name: Calvert Street Capital Partners, Inc.
Address: 2330 W. Joppa Road, Lutherville, MD, 21093
Telephone: 443-573-3700

Calvert Street Capital Partners, Inc. is a large advisory firm based in Lutherville. It manages $243.2 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Calvert Street Capital Partners 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.

Calvert Street Capital Partners: assets under management

The assets under management (AUM) of Calvert Street Capital Partners, Inc. is $243.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $243.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.37 million each.

Calvert Street Capital Partners has custody of $199.7 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Calvert Street Capital Partners, Inc. for their services and products based on a percentage of assets under management, fixed fees, 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 Calvert Street Capital Partners serves?

The only and largest group of clients of Calvert Street Capital Partners is pooled investment vehicles with 14 clients and $243.2 million of assets under management. Among the 9 most similar advisory firms, Calvert Street Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $243.2 million for 14 clients. None of the firm’s clients are foreign persons or businesses.

Calvert Street Capital Partners also advises several private funds. Namely, eleven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $250,000.

Careers at Calvert Street Capital Partners, Inc.

The company employs 10 people that are either part- or full-time employees. 70 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
Joshua Meredith Dryden Hall	President, director	1 Jan 2004	25% - 50%	2523553
Brian Thomas Mahoney	President, director	1 Jan 2004	50% - 75%	1567754
Andrew Lewis John	Managing director, director	1 Jan 2004	Other	4384635
Thomas William Cullen	Chief compliance officer, chief financial officer	1 May 2011	Other	2702098
Andrew Lewis John	Vice president, secretary and treasurer, director	1 Dec 2014	25% - 50%	4384635
Brian Paul Guerin	Vice president, assistant secretary, director	1 Aug 2015	25% - 50%	4822332
Michael John Booth	Vice president, assistant treasurer, director	1 Aug 2015	25% - 50%	4385872
Sarah Paige Cheplak	Chief compliance officer, chief financial officer	1 Jan 2016	Other	4828229

Based in Lutherville

The principal office where Calvert Street Capital Partners, Inc. performs its advisory services is located at 2330 W. Joppa Road, Lutherville, MD 21093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-573-3700 or by fax 443-573-3702. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cscp.com.