{"url":"https://nivawealth.com/firms/calamos-advisors-105758","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105758","regulatoryAum":43888328733,"crd":"105758","secFileNumber":"801-29688","legalName":"Calamos Advisors LLC","displayName":"Calamos Advisors","website":"https://www.calamos.com","linkedinUrl":"https://www.linkedin.com/company/calamos-investments/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2020 Calamos Court","city":"Naperville","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60563-2787"},"tradeNames":[],"registration":{"secApproved":"29 May 1987","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":300,"advisory":114,"brokerDealerReps":81,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":43888328733,"discretionaryAccounts":1957,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":348354195,"nonUsClientsPct":1,"nonAumClients":18},"clientTypes":[{"label":"Individuals (other than HNW)","clients":364,"regulatoryAum":369549705},{"label":"High-net-worth individuals","clients":1372,"regulatoryAum":1530765177},{"label":"Investment companies","clients":74,"regulatoryAum":39998204898},{"label":"Pension and profit-sharing plans","clients":41,"regulatoryAum":426754688},{"label":"Charitable organizations","clients":24,"regulatoryAum":75868698},{"label":"State or municipal government entities","clients":4,"regulatoryAum":49456713},{"label":"Insurance companies","clients":8,"regulatoryAum":882853702},{"label":"Corporations and other businesses","clients":70,"regulatoryAum":554875152}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":1754825325},{"name":"U.S. Bank National Association","shortName":"U.S. Bank National Association","location":"Milwaukee, WI","smaAssets":771338854}],"custodyNote":"Calamos Advisors has custody of $215.1M for 15 clients.","otherCustodians":[],"leadership":[{"name":"John Koudounis","title":"President and Chief Executive Officer","crd":"1878118"},{"name":"Thomas Herman","title":"EVP, Chief Financial Officer","crd":"4915058"},{"name":"Daniel Dufresne","title":"EVP, Chief Operating Officer","crd":"2852606"},{"name":"Walter Kelly","title":"SVP, Chief Compliance Officer","crd":"4729454"},{"name":"John Calamos SR.","title":"Founder, Chairman and Global CIO","crd":"38210"},{"name":"Thomas Kiley","title":"SVP, Chief Distribution Officer","crd":"2869770"},{"name":"Erik Ojala","title":"SVP General Counsel & Secretary","crd":"4758365"}],"ownership":[{"label":"Calamos Investments LLC","detail":"Sole member/manager in the 75% or more ownership band and a control person, since October 2004."},{"label":"John Calamos SR.","detail":"Indirect owner: a trustee and shareholder of John P. 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Also a shareholder of Calamos Asset Management, Inc. in the 25% to 50% band and a control person, since December 2020. Also a member of Calamos Equity Partners LLC in the 75% or more band and a control person, since June 2026.","parent":"Calamos Partners LLC"},{"label":"William Takahashi","detail":"Indirect owner: manager of Calamos Partners LLC and a control person, since July 2016.","parent":"Calamos Partners LLC"},{"label":"John P. Calamos Qtip Trust","detail":"Indirect owner: a shareholder of Calamos Asset Management, Inc. in the 50% to 75% band and a control person, since June 2026. 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They include 1,372 high-net-worth individuals, 364 other individuals and 74 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Calamos Advisors offer?","answer":"Calamos Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Calamos Advisors use?","answer":"Calamos Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1,754,825,325 and U.S. Bank National Association (Milwaukee, WI), with $771,338,854. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Calamos Advisors have?","answer":"Calamos Advisors has 36 investment adviser representatives registered with state securities authorities, out of 300 employees, and 114 perform investment advisory functions. 81 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Calamos Advisors invest in?","answer":"At the end of its last fiscal year, Calamos Advisors’ separately managed accounts held 56% exchange-traded equities, 14% high-yield corporate bonds, 10% investment grade corporate bonds, 9% state and local bonds, 8% U.S. government and agency bonds, 1% registered funds (mutual funds, ETFs, BDCs), 1% pooled vehicles (private funds and similar), 1% cash and equivalents and 1% *this includes nominal amounts of less than a percentage for commercial mortgage-backed securities.. It advises 3 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Calamos Advisors?","answer":"Calamos Advisors is owned through a chain of holding companies by John Calamos SR., John Koudounis and John P. Calamos Qtip Trust. Its direct owner is Calamos Investments LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Calamos Advisors get paid?","answer":"Calamos Advisors is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}