RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisors registered through Calamos Advisors LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Douglas Evan Berman dual registrant | Calamos Advisors LLC asset manager | Naperville, Il | Mar 4, 2013 | 29 y | 1 | 1 |
| Jeffrey I Blum dual registrant | Calamos Advisors LLC asset manager | New York, Ny | Mar 10, 2025 | 13 y | 1 | 1 |
| Harrison Bogusz dual registrant | Calamos Advisors LLC asset manager | New York, Ny | Dec 17, 2024 | 13 y | 2 | 2 |
| C•••••••• J••• B••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Jul 7, 2017 | 10 y | 1 | 1 |
| J••• P•••• C•••••• S•• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Jan 6, 2015 | 39 y | 1 | 1 |
| M•••• F•••••• C••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Jul 25, 2014 | 14 y | 1 | 1 |
| C••••••••• M••••••• C•••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Dec 17, 2024 | 24 y | 3 | 1 |
| P•••••• C••••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Dec 22, 2025 | 10 y | 3 | 1 |
| G•••••••• C•••• Chartered Financial Analyst · dual registrant | C•••••• A••••••• L•• asset manager | New York, Ny | May 17, 2024 | 15 y | 3 | 2 |
| T••••• R•••• C•••••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Mar 26, 2026 | 17 y | 3 | 1 |
| K•••• R• C••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Nov 1, 2019 | 17 y | 2 | 1 |
| J••••• F• C••••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Mar 12, 2019 | 24 y | 1 | 1 |
| M•••••• J•• E•••••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Mar 21, 2024 | 10 y | 2 | 1 |
| G•••• A• E•••••• dual registrant | C•••••• A••••••• L•• asset manager | San Francisco, Ca | Oct 24, 2025 | 22 y | 1 | 2 |
| P••• J••••• G••••••••• dual registrant | C•••••• A••••••• L•• asset manager | Ridgefield, Ct | Mar 20, 2014 | 26 y | 3 | 1 |
| R••••• G••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Mar 7, 2024 | 10 y | 1 | 1 |
| J••••• G•••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Dec 5, 2025 | 10 y | 1 | 1 |
| M•••••• D••• G•••• | C•••••• A••••••• L•• asset manager | San Francisco, Ca | Oct 12, 2015 | 23 y | 3 | 2 |
| R••• G••••••• dual registrant | C•••••• A••••••• L•• asset manager | New York, Ny | Jul 31, 2026 | 12 y | 0 | 2 |
| R•••••• S•••• H•••••••• Chartered Financial Analyst · dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Dec 14, 2012 | 35 y | 1 | 1 |
| M•••••• H••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Mar 4, 2025 | 12 y | 1 | 1 |
| N••• J••••• H•••••• Certified Financial Planner · dual registrant | C•••••• A••••••• L•• asset manager | Summerfield, Nc | Dec 17, 2012 | 18 y | 2 | 1 |
| G•••••• A••• J•••• dual registrant | C•••••• A••••••• L•• asset manager | New York, Ny | Mar 26, 2025 | 15 y | 1 | 2 |
| M•••••• T••••• J•••• dual registrant | C•••••• A••••••• L•• asset manager | Glenview, Il | Dec 18, 2024 | 19 y | 2 | 1 |
| M•••••• G••••• K••••• Chartered Financial Analyst · dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Nov 1, 2019 | 23 y | 2 | 1 |
| T••••• P•••••• K•••• dual registrant | C•••••• A••••••• L•• asset manager | New York, Ny | Apr 25, 2024 | 29 y | 2 | 2 |
| G•••••• M•••••• K••• Chartered Financial Analyst · dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Mar 4, 2015 | 24 y | 0 | 1 |
| T•••••• E••• M••• Certified Financial Planner · dual registrant | C•••••• A••••••• L•• asset manager | Indianapolis, In | Dec 17, 2012 | 27 y | 2 | 1 |
| L••• M•••• M•••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Nov 13, 2019 | 22 y | 4 | 1 |
| R••• P••••• dual registrant | C•••••• A••••••• L•• asset manager | New York, Ny | Mar 19, 2026 | 13 y | 0 | 2 |
| B•••• P••••••••• dual registrant | C•••••• A••••••• L•• asset manager | Scottsdale, Az | Oct 10, 2025 | 11 y | 3 | 2 |
| J•••••• E••• S•••••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Jun 23, 2023 | 13 y | 0 | 1 |
| J••• H•••• S••••• | C•••••• A••••••• L•• asset manager | Naperville, Il | Jan 1, 2013 | 15 y | 0 | 1 |
| C••••• A•••••• S•••••• dual registrant | C•••••• A••••••• L•• asset manager | Northbrook, Il | Dec 17, 2012 | 20 y | 4 | 1 |
| S••• E•••• S••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Apr 17, 2024 | 11 y | 2 | 1 |
| G••••• T••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | Oct 18, 2024 | 18 y | 4 | 1 |
| P••• B••••• T••• dual registrant | C•••••• A••••••• L•• asset manager | New York, Ny | May 2, 2025 | 10 y | 1 | 2 |
| A•••••• S• T•••••• Chartered Financial Analyst | C•••••• A••••••• L•• asset manager | Naperville, Il | Sep 30, 2021 | 30 y | 2 | 2 |
| J•• W••••••• dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Aug 7, 2025 | 10 y | 0 | 1 |
| M•••• W••••• dual registrant | C•••••• A••••••• L•• asset manager | Naperville, Il | May 8, 2024 | 10 y | 0 | 1 |
| T••••• L••• W••••••••• dual registrant | C•••••• A••••••• L•• asset manager | Columbus, Oh | Sep 11, 2026 | 19 y | 5 | 2 |
| E••• M•••••• W••••• Chartered Financial Analyst · dual registrant | C•••••• A••••••• L•• asset manager | Chicago, Il | Aug 23, 2013 | 17 y | 1 | 1 |
The rest of the advisor and firm names are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.