Calera Capital Advisors, Lp
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Learn more about Calera Capital Advisors, Lp
Calera Capital Advisors, Lp operates as an advisory firm that has its headquarters in San Francisco, California. The firm handles $1.9 billion in assets over nine client accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 14 financial advisors. Calera Capital Advisors, Lp does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as options, stocks and bonds.
Calera Capital Advisors, Lp manages all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without requiring client consent. The advisory firm administers an average of $210.6 million in assets for each customer account. An average financial advisor at Calera Capital Advisors, Lp oversees fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is at 425 California Street, San Francisco, California 94104. The company is registered to serve investors throughout a number of states, including California and Massachusetts.
Assets Under Management
Number of Advisors
Calera Capital Advisors, Lp by the Numbers
Fees for financial management largely vary depending on the type of services offered. Fee types charged by the firm can consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Calera Capital Advisors, Lp.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm works with pooled investment vehicles. Out of its nine accounts, Calera Capital Advisors, Lp's biggest client is pooled investment vehicles. About 13% of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Calera Capital Advisors, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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