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CALERA CAPITAL ADVISORS, LP

SAN FRANCISCO, CA · CRD 158050 · IAPD ↗ · caleracapital.com · 415-632-5200

$3.09BRegulatory AUM
15Advisory reps
23Employees
0Clients
n/aPlanning clients
15Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2024 — CALERA CAPITAL ADVISORS, LP reported RAUM up 39% ($1.90B -> $2.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.