Calvert Street Capital Partners, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Calvert Street Investment Partners (CSCP) advises private funds on acquiring, managing, and selling investments in lower middle market companies in North America. CSCP looks for investments that meet each fund's specific goals and restrictions. CSCP supervises the investment process and monitors performance. All investment decisions are made by the fund's general partner or managing member and a dedicated investment committee.

Assets Under Management$420M
Clients16
AdvisorsN/A
Avg. per Client$26M
Avg. per AdvisorN/A

Fee Structure

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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