Calvert Street Capital Partners, Inc
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Learn more about Calvert Street Capital Partners, Inc
Overview
Calvert Street Capital Partners, Inc is an advisory firm that has its headquarters in Lutherville Timonium, Maryland. Calvert Street Capital Partners, Inc administers $352.8 million in assets under management throughout 18 accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 15 financial advisors. Calvert Street Capital Partners, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like equities, bonds and options.
Calvert Street Capital Partners, Inc oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without requiring client permission. The advisory firm's average account size is $19.6 million. The average financial advisor at Calvert Street Capital Partners, Inc oversees about one client account, placing it among the most individualized firms in the country.
Calvert Street Capital Partners, Inc's central office is at 2330 W. Joppa Road, Lutherville Timonium, Maryland 21093. It is legally registered to provide services to customers in the state of Maryland.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Calvert Street Capital Partners, Inc by the Numbers
$352.8 million
19
18
$19.6 million
Fee Structure
Financial management fees largely are based on the type of services offered. However, fees charged by Calvert Street Capital Partners, Inc most likely are comprised of some combination of the following fee structures: asset-based, fixed, performance-based or other. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 18 clients, Calvert Street Capital Partners, Inc's largest client type by number of accounts is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- 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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Disclosures
Calvert Street Capital Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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