DFX Intelligence
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.
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SEC-registered adviser
C•••••• S••••• C•••••• P•••••••• I•••
Latest filing Mar 27, 2026
First filing on the tape Feb 14, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$663M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
22
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$663M as of Mar 27, 2026
Apr 1, 2013$320M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 1, 20130 then
Employees (5.A)22 as of Mar 27, 2026
Apr 1, 201313 then
Private funds13 as of Mar 27, 2026
Apr 1, 20135 then
RAUM +58% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $39.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +58%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $663M, 17 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$663M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $663M for 17 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•• I•• L••• | Private Equity Fund | $107M | 38 | Mar 25, 2021 |
| H••• S•••••••• L•• | Private Equity Fund | $54.9M | 31 | Mar 27, 2018 |
| M•• I•••••••• L•• | Private Equity Fund | $45.1M | 21 | Mar 30, 2022 |
| T•• I•••••••• L•• | Private Equity Fund | $43.8M | 13 | Mar 27, 2018 |
| A••••••••• P•••••••• L••• | Private Equity Fund | $40.2M | 36 | Nov 11, 2015 |
| T•• S••••••• I•• L•• | Private Equity Fund | $33.4M | 10 | Mar 30, 2022 |
| L••• M•••• S••• M•••••••• F•••• L•••no longer reported | Other Private Fund | $31.6M | 2 | Feb 14, 2012 |
| T•• S•••••••• L•• | Private Equity Fund | $26.8M | 18 | Mar 26, 2019 |
| A••• I•••••••• L•• | Private Equity Fund | $16.0M | 32 | Mar 31, 2023 |
| H• I••••••• ••••••••• L•• | Private Equity Fund | $11.1M | 13 | Mar 26, 2019 |
| L••• M•••• M•••••••• F•••• L•••no longer reported | Private Equity Fund | $9.8M | 41 | Feb 14, 2012 |
| T• I•••••••• L•• | Private Equity Fund | $4.9M | 25 | Mar 31, 2023 |
| U•• O• I•••••••• L•• | Private Equity Fund | $2.6M | 18 | Mar 25, 2021 |
| U•• I•••••••• L•• | Private Equity Fund | $2.5M | 16 | Mar 25, 2021 |
| C•••••• S••••• C•••••• P••••••• I••• L•••no longer reported | Private Equity Fund | $2.5M | 57 | Feb 14, 2012 |
| C•••••••• L•••no longer reported | Private Equity Fund | $2.5M | 34 | Sep 10, 2015 |
| H• I•••••••• L•• | Private Equity Fund | $1.2M | 16 | Mar 27, 2018 |
| L••• M•••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $320,000 | 66 | Feb 14, 2012 |
| L••• M•••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $60,000 | 45 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• M••••••• J••• · Vice President, Assistant Treasurer, Directorcontrolsince 08/2015 · owns 25% to 50%
- C••••••••• C•••••• A••• · Chief Financial Officercontrolsince 07/2021 · owns less than 5%
- G•••••••• P••••• P• · Chief Compliance Officercontrolsince 11/2023 · owns less than 5%
- G•••••• B••••• P••• · Vice President, Assistant Secretary, Directorcontrolsince 08/2015 · owns 25% to 50%
- H•••• J•••••• M••••••• D••••• · President, Directorcontrolsince 01/2004 · owns 25% to 50%
- J•••• A•••••• L•••• · Vice President, Secretary And Treasurer, Directorcontrolsince 12/2014 · owns 25% to 50%
Related persons
Schedule D 7.A
- A••• F••• M••••••••• L••pooled vehicle sponsorn
- A•• F••• M••••••••• L••pooled vehicle sponsorn
- H••• F••• M••••••••• L••pooled vehicle sponsorn
- H• F••• M••••••••• L••pooled vehicle sponsorn
- M•• F••• M••••••••• L••pooled vehicle sponsorn
- P•• I• F••• M••••••••• L••pooled vehicle sponsorn
- T•• F••• M••••••••• L••pooled vehicle sponsorn
- T•• F••• M••••••••• I• L••pooled vehicle sponsorn
- T•• F••• M••••••••• L••pooled vehicle sponsorn
- T• F••• M••••••••• L••pooled vehicle sponsorn
- U•• O• F••• M••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Newton Centre, MA1 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 17Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 15 to 17Mar 28, 2025 to Mar 27, 2026
- Pooled vehicle clients · 16 to 17Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $421M to $663MMar 28, 2025 to Mar 27, 2026
- Employees · 18 to 22Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $421M to $663MMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $421M to $663MMar 28, 2025 to Mar 27, 2026
- RAUM · $421M to $663MMar 28, 2025 to Mar 27, 2026
- Advisory employees · 16 to 15Jan 24, 2025 to Mar 28, 2025
- Assets in custody · $389M to $421MJan 24, 2025 to Mar 28, 2025
- Employees · 20 to 18Jan 24, 2025 to Mar 28, 2025
- Financial planning clients · unset to Jan 24, 2025 to Mar 28, 2025
- Discretionary RAUM · $389M to $421MJan 24, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $389M to $421MJan 24, 2025 to Mar 28, 2025
- RAUM · $389M to $421MJan 24, 2025 to Mar 28, 2025
- HQ city · LUTHERVILLE to TOWSONMar 28, 2024 to Nov 15, 2024
- Accounts · 18 to 16Dec 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 18 to 16Dec 8, 2023 to Mar 28, 2024
- Assets in custody · $353M to $389MDec 8, 2023 to Mar 28, 2024
- Private funds · 15 to 13Dec 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $353M to $389MDec 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $353M to $389MDec 8, 2023 to Mar 28, 2024
- RAUM · $353M to $389MDec 8, 2023 to Mar 28, 2024
- Advisory employees · 15 to 16Mar 28, 2024 to Mar 28, 2024
- Employees · 19 to 20Mar 28, 2024 to Mar 28, 2024
- Advisory employees · 13 to 15Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $300M to $353MMar 30, 2022 to Mar 31, 2023
- Employees · 17 to 19Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $300M to $353MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $300M to $353MMar 30, 2022 to Mar 31, 2023
- RAUM · $300M to $353MMar 30, 2022 to Mar 31, 2023
- Accounts · 16 to 18Aug 2, 2021 to Mar 30, 2022
- Advisory employees · 12 to 13Aug 2, 2021 to Mar 30, 2022
- Pooled vehicle clients · 16 to 18Aug 2, 2021 to Mar 30, 2022
- Assets in custody · $320M to $300MAug 2, 2021 to Mar 30, 2022
- Employees · 15 to 17Aug 2, 2021 to Mar 30, 2022
- Private funds · 13 to 15Aug 2, 2021 to Mar 30, 2022
- Discretionary RAUM · $320M to $300MAug 2, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $320M to $300MAug 2, 2021 to Mar 30, 2022
- RAUM · $320M to $300MAug 2, 2021 to Mar 30, 2022
Signals
8 dated events
- C•••••• S••••• C•••••• P•••••••• I••• reported RAUM $663.1M, up 58% from $421.0M (2025-03-28 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Michael David Somers (Chief Compliance Officer) no longer on Schedule A of C•••••• S••••• C•••••• P•••••••• I••• (listed 2023-07-31, absent 2023-12-08)Dec 8, 2023 · Control person left · inference
- P Peter Galloway (Chief Compliance Officer) appeared on Schedule A of C•••••• S••••• C•••••• P•••••••• I•••Dec 8, 2023 · Control person joined · fact
- Michael David Somers (Chief Compliance Officer) appeared on Schedule A of C•••••• S••••• C•••••• P•••••••• I•••Mar 31, 2023 · Control person joined · fact
- Jane Shahmanesh (Chief Compliance Officer) no longer on Schedule A of C•••••• S••••• C•••••• P•••••••• I••• (listed 2022-03-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Ann Carrie Sowers (Chief Financial Officer) appeared on Schedule A of C•••••• S••••• C•••••• P•••••••• I•••Aug 2, 2021 · Control person joined · fact
- Paige Sarah Cheplak (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of C•••••• S••••• C•••••• P•••••••• I••• (listed 2021-06-03, absent 2021-07-27)Jul 27, 2021 · Control person left · inference
- Jane Shahmanesh (Chief Compliance Officer) appeared on Schedule A of C•••••• S••••• C•••••• P•••••••• I•••Jul 27, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- C•••••• S••••• C•••••• P•••••••• I••• · Independent Sponsorsshared crd · capital_provider
- C•••••• S••••• C•••••• P•••••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- calvertstreetinvestmentpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 443-573-3700reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026