LP Profile

Calamos Wealth Management

Wealth ManagerNaperville, United States
$2.5B
Assets Under Management
Naperville
Headquarters
Investment Focus

About Calamos Wealth Management

Calamos Wealth Management is a subsidiary of Calamos Investments, LLC, which represents the legacy of John P. Calamos, Sr., a pioneer investor credited with a risk-aware approach to investing. Today, the firm welcomes generations of families, foundations and endowments who seek to benefit from the same disciplined approach by investing alongside the private Calamos Family Office.

Preferred Investment Types

Venture Capital - Early StageVenture CapitalPrivate EquityJoint Venture/PartnerEquity FinancingDebt Financing

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesWealth & Estate PlanningTrust ManagementStartups & ManagementRetirement PlanningLegal & Tax ServicesInvestment ManagementFixed Income/Debt SecuritiesETFsEquity/Mutual FundsEndowment FundDebt ManagementCapital Markets High-Level SectorsTourism & HospitalityFinanceFinancial ServicesAlternative Investments

Preferred Geographies

United StatesUnited KingdomEmerging MarketsLatin AmericaGlobalEuropeCanadaAustralia/New ZealandAsia/PacificAfrica
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Calamos Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$5.5B
Total Clients
4,308
Filing Date
April 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Calamos Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Calamos Wealth Management?

Calamos Wealth Management is a wealth manager based in Naperville, United States, managing approximately $2.5B in assets.

Where is Calamos Wealth Management headquartered?

Calamos Wealth Management is headquartered in Naperville, United States.

How much does Calamos Wealth Management manage?

Calamos Wealth Management manages approximately $2.5B in assets under management.

What does Calamos Wealth Management invest in?

Calamos Wealth Management focuses on Venture Capital - Early Stage, Venture Capital, Private Equity, Joint Venture/Partner, Equity Financing, Debt Financing, Travel Accommodations & Tourism, Concierge Services.

How can I contact Calamos Wealth Management?

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