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CALERA CAPITAL ADVISORS, LP

425 California Street
Suite 1600
San Francisco, California 94104
Tel: 415-632-5200

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About CALERA CAPITAL ADVISORS, LP

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.

Firm Information

SEC Current StatusApproved
Firm CRD#158050
SEC#801-74041
Assets Managed by Firm$2,641,758,880
No. of Clients11
No. of Advisors25

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total11$2,641,758,880

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