{"url":"https://nivawealth.com/firms/calvert-street-capital-partners-158096","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158096","regulatoryAum":663100000,"crd":"158096","history":[{"filedOn":"2021-07-27","regulatoryAum":319700000,"clients":16,"employees":15,"offices":2},{"filedOn":"2022-03-30","regulatoryAum":299800000,"clients":18,"employees":17,"offices":2},{"filedOn":"2023-07-31","regulatoryAum":352800000,"clients":18,"employees":19,"offices":2},{"filedOn":"2024-03-28","regulatoryAum":389200000,"clients":16,"employees":20,"offices":2},{"filedOn":"2025-03-28","regulatoryAum":421000000,"clients":16,"employees":18,"offices":2},{"filedOn":"2026-03-27","regulatoryAum":663100000,"clients":17,"employees":22,"offices":2}],"secFileNumber":"801-73600","legalName":"Calvert Street Capital Partners, Inc.","displayName":"Calvert Street Capital Partners","slug":"calvert-street-capital-partners-158096","website":"https://calvertstreetinvestmentpartners.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/calvert-street-investment-partners","founded":null,"organization":"Maryland corporation","fiscalYearEnd":"December","headquarters":{"street":"1 Olympic Place, Suite 500","city":"Towson","state":"MD","stateName":"Maryland","country":"United States","postalCode":"21204"},"tradeNames":["Calvert Street Investment Partners","Crescentia Capital"],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":22,"advisory":17,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":663100000,"discretionary":663100000,"discretionaryAccounts":17,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":663100000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Calvert Street Capital Partners has custody of $663M in client assets for 17 clients.","otherCustodians":[],"leadership":[{"name":"Michael Booth","title":"Vice President, Assistant Treasurer, Director","crd":"4385872"},{"name":"Brian Guerin","title":"Vice President, Assistant Secretary, Director","crd":"4822332"},{"name":"Joshua Hall","title":"President, Director","crd":"2523553"},{"name":"Andrew John","title":"Vice President, Secretary and Treasurer, Director","crd":"4384635"},{"name":"Carrie Carscallen","title":"Chief Operating and Financial Officer","crd":"1996291"},{"name":"Peter Galloway","title":"Chief Compliance Officer","crd":"4830279"}],"ownership":[{"label":"Michael Booth","detail":"Vice president, assistant treasurer, director in the 25% to 50% ownership band and a control person, since August 2015."},{"label":"Joshua Hall","detail":"President, director in the 25% to 50% ownership band and a control person, since January 2004."},{"label":"Andrew John","detail":"Vice president, secretary and treasurer, director in the 25% to 50% ownership band and a control person, since December 2014."},{"label":"Brian Guerin","detail":"Vice president, assistant secretary, director in the 25% to 50% ownership band and a control person, since August 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"1 Olympic Place, Suite 500","city":"Towson","headquarters":true}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"53 Langley Road","city":"Newton Centre"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"443-573-3700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":13},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158096/PDF/158096.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Calvert Street Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Calvert Street Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Calvert Street Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Calvert Street Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Calvert Street Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Calvert Street Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva 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."}