PPrivate Fund Data Log in Join · $37/mo

Calder Investment Advisors

● SEC registered since 2007CRD 143973SEC# 801-67907Ada, MI
Export (members)
Reg. AUM
$260.7M
Employees
6
Accounts
1,319
Location
Ada, MI

Calder Investment Advisors assets under management

Calder Investment Advisors is an investment advisory firm registered with the SEC based in Ada, MI. The firm has been registered since 2007. It reports $260.7 million in regulatory assets under management and employs 6 people.

Calder Investment Advisors owners & executives

3 reported
NameTitleOwnershipSince
Brian D RiefepetersPresident10-25%2020
Daren Bahr ShavellSecretary10-25%2020
George Dirk Racette ControlChief Compliance Officer50-75%2007

Frequently asked questions

How much does Calder Investment Advisors manage?

Calder Investment Advisors reports $260.7 million in regulatory assets under management on its Form ADV.

How many employees does Calder Investment Advisors have?

Calder Investment Advisors reports 6 employees.

Where is Calder Investment Advisors located?

Calder Investment Advisors is based in Ada, MI and has been SEC-registered since 2007.

Does Calder Investment Advisors disclose fund performance?

Calder Investment Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7504 Thornapple River Dr. SE, Ada, MI 49301
Phone616-235-2442
Fax616-235-2460
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$260.7M
Non-discretionary$0
Total (RAUM)$260.7M