PPrivate Fund Data Log in Join · $37/mo

Calamos Wealth Management LLC

● SEC registered since 2007CRD 143490SEC# 801-67787Naperville, IL
Export (members)
Reg. AUM
$4.09B
Employees
45
Accounts
3,434
Location
Naperville, IL

Calamos Wealth Management LLC assets under management

Calamos Wealth Management LLC operates as an SEC-registered investment adviser based in Naperville, IL. The firm has been registered since 2007. It reports $4.1 billion in regulatory assets under management and employs 45 people.
www.calamos.comView on SEC.gov ↗

Calamos Wealth Management LLC owners & executives

18 reported
NameTitleOwnershipSince
Calamos Investments LLC ControlSole Member/ManagerOver 75%2004
Daniel Leo Dufresne ControlEvp, Chief Operating OfficerUnder 5%2021
Erik Donald Ojala ControlSvp, General Counsel & SecretaryUnder 5%2023
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Calamos Wealth Management LLC manage?

Calamos Wealth Management LLC reports $4.1 billion in regulatory assets under management on its Form ADV.

How many employees does Calamos Wealth Management LLC have?

Calamos Wealth Management LLC reports 45 employees.

Where is Calamos Wealth Management LLC located?

Calamos Wealth Management LLC is based in Naperville, IL and has been SEC-registered since 2007.

Does Calamos Wealth Management LLC disclose fund performance?

Calamos Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2020 Calamos Court, Naperville, IL 60563-2787
Phone630.245.7200
Fax630.245.6339
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1455258
Discloses disciplinary historyNo

Assets under management

Discretionary$3.7B
Non-discretionary$393.8M
Total (RAUM)$4.09B