CALVERT STREET CAPITAL PARTNERS, INC.

1 Olympic Place
Suite 500
Towson, Maryland 21204
Tel: 443-573-3700

About CALVERT STREET CAPITAL PARTNERS, INC.

CALVERT STREET CAPITAL PARTNERS, INC, formally registered with the SEC as CALVERT STREET CAPITAL PARTNERS, INC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

CALVERT STREET CAPITAL PARTNERS, INC. is a Towson, Maryland based Financial Planning firm with nearly $389,200,000 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158096
SEC#	801-73600
Assets Managed by Firm	$389,200,000
No. of Clients	16
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (A PERCENTAGE OF COMMITTED CAPITAL)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$389,200,000

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