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CGAM

NAPERVILLE, IL · CRD 322813 · IAPD ↗ · calamos.com · 630-245-7200

$26.8MRegulatory AUM
4Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

51
April 2026 — CGAM reported RAUM up 34% ($20.0M -> $26.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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