SourcingSourcing

CALVERT STREET CAPITAL PARTNERS, INC.

C25
CRD 158096·SEC 801-73600·TOWSON, MD
AUM
$663.1M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CALVERT STREET CAPITAL PARTNERS, INC.
CRD
158096
SEC file #
801-73600
EIN
—
DBA names
—

Economics

AUM
$663.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$243.2M → $663.1M▲ +173%
Client mix
Pooled Investment Vehicles17

Operations

Employees (total)
22
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
7 advisors → 17 advisors▲ +143%
Primary office
TOWSON MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOOTH, MICHAEL, JOHN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
BOOTH, MICHAEL, JOHN
GUERIN, BRIAN, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:calvertstreet.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
21
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4385872
Trust Company Affiliate
No

People (6)

6
BOOTH, MICHAEL, JOHN
Direct Owner · 37.5%
4385872
GUERIN, BRIAN, PAUL
Direct Owner · 37.5%
4822332
HALL, JOSHUA, MEREDITH DRYDEN
Direct Owner · 37.5%
2523553
JOHN, ANDREW, LEWIS
Direct Owner · 37.5%
4384635
CARSCALLEN, CARRIE, ANNE
Executive Officer · 2.5%
1996291
GALLOWAY, PETER, P
Executive Officer · 2.5%
4830279