Calvert Street Capital Partners provides portfolio management for pooled vehicles. The firm advises 13 private funds.
Calvert Street Capital Partners reports 17 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($663M across 17 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 17 | $663M | 100.0% | $39M |
| Total | 17 | $663M | 100% | $39M |
- Clients
- 17
- Regulatory AUM
- $663M
- AUM share
- 100.0%
- Avg. per client
- $39M
Total
- Clients
- 17
- Regulatory AUM
- $663M
- AUM share
- 100%
- Avg. per client
- $39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 13
Calvert Street Capital Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Michael Booth owns 25% to 50% of Calvert Street Capital Partners. The leadership team of Calvert Street Capital Partners includes President Michael Booth, Chief Operating Officer Carrie Carscallen and Chief Compliance Officer Peter Galloway. It has 22 employees, 17 of them in advisory roles.
Staff
- 22 employees
- 17 in advisory functions
- Owns 25% to 50% of Calvert Street Capital Partners, Inc.
Michael Booth
Control person · since August 2015
- Owns 25% to 50% of Calvert Street Capital Partners, Inc.
Joshua Hall
Control person · since January 2004
- Owns 25% to 50% of Calvert Street Capital Partners, Inc.
Andrew John
Control person · since December 2014
- Owns 25% to 50% of Calvert Street Capital Partners, Inc.
Brian Guerin
Control person · since August 2015
Calvert Street Capital Partners’ regulatory assets grew 2.1× from $320M (July 2021) to $663M (March 2026); clients rose from 16 to 17 and employees from 15 to 22.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $663M | 17 | 22 | 2 |
| Mar 2025March 2025 | $421M | 16 | 18 | 2 |
| Mar 2024March 2024 | $389M | 16 | 20 | 2 |
| Jul 2023July 2023 | $353M | 18 | 19 | 2 |
| Mar 2022March 2022 | $300M | 18 | 17 | 2 |
| Jul 2021July 2021 | $320M | 16 | 15 | 2 |
Besides its headquarters, Calvert Street Capital Partners has 1 office, with 2 listed addresses across 2 states.
Maryland · 1 listed address
- 1 Olympic Place, Suite 500, TowsonHQ
Massachusetts · 1 listed address
- 53 Langley Road, Newton Centre
Other business names
Calvert Street Capital Partners has reported 2 other business names to the SEC.
- Calvert Street Investment Partners
- Crescentia Capital
Contact and registration details
- Legal name
- Calvert Street Capital Partners, Inc.
- Headquarters
- 1 Olympic Place, Suite 500, Towson, MD 21204
- Phone
- 443-573-3700
- SEC file
- 801-73600
- Structure
- Maryland corporation
- Fiscal year end
- December
Calvert Street Capital Partners has custody of $663M for 17 clients.
How many clients does Calvert Street Capital Partners have?
Calvert Street Capital Partners has 17 clients and manages $663 million for them, as of March 2026. They include 17 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Calvert Street Capital Partners offer?
Calvert Street Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Calvert Street Capital Partners have?
Calvert Street Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 17 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Calvert Street Capital Partners?
Calvert Street Capital Partners’ direct owners are Michael Booth, Joshua Hall, Andrew John and Brian Guerin, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Calvert Street Capital Partners get paid?
Calvert Street Capital Partners is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Calvert Street Capital Partners?
Calvert Street Capital Partners’ main office is at 1 Olympic Place, Suite 500, Towson, MD 21204. Its phone number is 443-573-3700. Its website is calvertstreetinvestmentpartners.com.