Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois, with additional offices across the United States. Founded in 1977, the firm offers a wide range of investment strategies, including convertible securities, global and U.S. equities, fixed income, alternative strategies such as market-neutral and long/short equity, and sustainable investing. Calamos Advisors serves institutional investors, registered investment companies, private funds, and high-net-worth individuals through separate accounts, model portfolios, and sub-advisory relationships. The firm employs a collaborative team-managed approach that combines top-down macroeconomic analysis with rigorous bottom-up fundamental research. Calamos Advisors does not sponsor wrap-fee programs directly, but participates as a sub-advisor in various third-party wrap-fee and unified managed account programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.60% |
Standard fee schedule varies by strategy. The schedule shown reflects the Global Growth strategy. Other strategies have different fee schedules and minimum investment requirements ranging from $1,000,000 to $50,000,000. Fees are negotiable at the firm's discretion.