Company CaliberCos Inc.

Equities

CWD

US13000T1097

Investment Management & Fund Operators

Market Closed - Nasdaq 03:59:10 2024-05-14 pm EDT 5-day change 1st Jan Change
0.865 USD +5.93% Intraday chart for CaliberCos Inc. -0.69% -32.95%

Business Summary

CaliberCos Inc. is a vertically integrated asset management company. The Company is engaged in building wealth for its investor clients by creating, managing, and servicing proprietary products including middle-market investment funds, private syndications, and direct investments. The Company's funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. The Company operates through three segments: Fund Management, Development, and Brokerage. The Fund Management segment represents its fund management activities along with back office and corporate support functions, including accounting and human resources. The segment includes the activities of Caliber Services, LLC, and its subsidiaries. The Development segment represents its activities associated with providing real estate development services as their principal developer. The Brokerage segment is involved in the buying, selling, and leasing of all its fund's assets.

Number of employees: 99

Sales per Business

USD in Million2022Weight2023Weight Delta
Consolidated Funds - Hospitality
75.8 %
- - 69 75.8 % -
Asset Management
11.6 %
- - 11 11.6 % -
Consolidated Funds - Other
8.6 %
- - 8 8.6 % -
Performance Allocations
4.0 %
- - 4 4.0 % -

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
84 100.0 % 91 100.0 % +8.32%

Managers

Managers TitleAgeSince
Chief Executive Officer 40 08-12-31
Founder 42 08-12-31
Director of Finance/CFO 50 17-03-31
Chief Investment Officer 59 21-08-31
Corporate Officer/Principal 62 19-10-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 54 22-04-30
Director/Board Member 66 19-03-31
Director/Board Member 59 23-08-07
Chief Executive Officer 40 08-12-31
Founder 42 08-12-31
Director/Board Member 53 19-04-30

Shareholders

NameEquities%Valuation
4,023,898 29.06 % 3 M $
Jade Leung
4.647 %
643,552 4.647 % 508 406 $
643,218 4.645 % 508 142 $
406,787 2.937 % 321 362 $
Roy Bade
2.650 %
367,053 2.650 % 289 972 $
Mariner LLC (13F Subfiler)
2.456 %
340,153 2.456 % 268 721 $
Capital Insight Partners LLC
0.5823 %
80,637 0.5823 % 63 703 $
59,012 0.4261 % 46 619 $
Fortitude Family Office LLC
0.3489 %
48,313 0.3489 % 38 167 $
1776 Wealth LLC
0.1805 %
25,000 0.1805 % 19 750 $
NameEquities%Valuation
3,709,693 50.02 % 3 M $
3,706,721 49.98 % 3 M $

Company contact information

CaliberCos, Inc.

8901 East Mountain View Road Suite 150

85258, Scottsdale

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http://www.caliberco.com
address CaliberCos Inc.(CWD)
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