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CALVERT STREET CAPITAL PARTNERS, INC.

TOWSON, MD · CRD 158096 · IAPD ↗ · 443-573-3700

$663.1MRegulatory AUM
17Advisory reps
22Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CALVERT STREET CAPITAL PARTNERS, INC. crossed $500M in regulatory AUM ($421.0M -> $663.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
December 2024 — CALVERT STREET CAPITAL PARTNERS, INC. moved its main office from LUTHERVILLE, MD to TOWSON, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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