Caltius Capital Management is a private investment firm that manages investment funds offered to qualified investors. Caltius's funds invest in negotiated transactions, primarily in non-public companies, focusing on private equity and mezzanine debt. Caltius's services include identifying investment opportunities, negotiating terms, managing investments, and achieving dispositions. Caltius's senior principals may serve on the boards of directors of portfolio companies.
Assets Under Management$990M
Clients16
AdvisorsN/A
Avg. per Client$62M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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