Calvert Street Capital Partners, Inc.

Calvert Street Capital Partners, Inc. (CRD# 158096) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $389,200,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2330 W. Joppa Road, Suite 320, Lutherville-Timonium, MD 21093
https://www.linkedin.com/company/calvert-street-capital-partners/
By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $24,325,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Calvert Street Capital Partners, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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