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CRD 326913
NAPERVILLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CKPE FUND I, LP | Real Estate Fund | $0 | Mar 26, 2024 | 2 | Feb 1, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CALAMOS ASSET MANAGEMENT, INC. | Member | F | yes | 10/2004 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS FAMILY PARTNERS, INC. | Member | E | yes | 09/2014 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS INVESTMENTS LLC | SOLE MEMBER/MANAGER | E | yes | 12/2022 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS PARTNERS LLC | Member | E | yes | 07/2016 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS SR., JOHN, PETER | Shareholder | D | yes | 12/2020 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS SR., JOHN, PETER | Manager | F | yes | 07/2016 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS SR., JOHN, PETER | TRUSTEE AND SHAREHOLDER | E | yes | 08/1985 | Feb 1, 2024 | Mar 26, 2024 |
| CALAMOS SR., JOHN, PETER | FOUNDER AND CHAIRMAN | Na | yes | 12/2022 | Feb 1, 2024 | Mar 26, 2024 |
| Herman, Thomas, Edward | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | Na | yes | 12/2022 | Feb 1, 2024 | Mar 26, 2024 |
| JOHN P. CALAMOS,TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 | Shareholder | E | yes | 10/2004 | Feb 1, 2024 | Mar 26, 2024 |
| KOUDOUNIS, JOHN, SPIRO | PRESIDENT AND CHIEF EXECUTIVE OFFICER | Na | yes | 12/2022 | Feb 1, 2024 | Mar 26, 2024 |
| KOUDOUNIS, JOHN, SPIRO | Manager | F | yes | 07/2016 | Feb 1, 2024 | Mar 26, 2024 |
| KOUDOUNIS, JOHN, SPIRO | Shareholder | C | yes | 12/2020 | Feb 1, 2024 | Mar 26, 2024 |
| SINKER, JACQUELINE, ELIZABETH | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | Na | yes | 12/2022 | Feb 1, 2024 | Mar 26, 2024 |
| Stavropoulos Palas, Constance, E | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | Na | yes | 12/2022 | Feb 1, 2024 | Mar 26, 2024 |
| TAKAHASHI, WILLIAM, J | Manager | F | yes | 07/2016 | Feb 1, 2024 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CALAMOS ADVISORS LLC | n/a | Asset manager | $44B | N | yes | n/a |
| CALAMOS WEALTH MANAGEMENT LLC | n/a | Independent wealth | $5.5B | N | yes | n/a |
| CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC | n/a | Asset manager | $26.8M | N | yes | n/a |
| CALAMOS ADVISORS LLC MASTER GROUP TRUST GLOBAL OPPORTUNITIES TRUST | n/a | n/a | n/a | N | yes | n/a |
| CALAMOS ARES QUANT FUND I, LP | n/a | n/a | n/a | N | yes | n/a |
| CALAMOS FINANCIAL SERVICES LLC | n/a | n/a | n/a | N | yes | n/a |
| CALAMOS GLOBAL OPPORTUNITIES FUND LP | n/a | n/a | n/a | N | yes | n/a |
| CALAMOS INVESTMENT TRUST | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $0 | $0 | 8 | 0 | 1 | 1 | n/a |
| 2024 | Mar 28, 2025 | $0 | $0 | 8 | 0 | 0 | 1 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0 | $0 | n/a | n/a | n/a | 8 | 8 | 1 | 0 |