425 California Street
Suite 1600
San Francisco, California 94104
Tel: 415-632-5200
CALERA CAPITAL ADVISORS, LP, formally registered with the SEC as CALERA CAPITAL ADVISORS, LP. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
CALERA CAPITAL ADVISORS, LP is a San Francisco, California based Financial Planning firm with nearly $2,641,758,880 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 25 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158050 |
| SEC# | 801-74041 |
| Assets Managed by Firm | $2,641,758,880 |
| No. of Clients | 11 |
| No. of Advisors | 25 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $2,641,758,880 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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