Private EquityRIA · CRD 332936SEC-RegisteredPrivate Fund Adviser

Updated:

Calafia Group

Calafia Group is a Sheridan, WY-based private equity firm deploying capital via direct lower-middle-market investments.

Calafia Group

Calafia Group is an SEC-registered investment adviser with offices in Beverly Hills, CA. It provides investment advice to individuals, families, and institutions. The firm is headquartered in Beverly Hills, CA.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Beverly Hills

Corporate office

Sheridan, WY, United States

Frequently asked questions

Does Calafia Group have any publicly disclosed realized investments?

No. As of mid-2026, Calafia Group has not publicly named any portfolio companies, exits, or realized returns. Allocators considering the firm would need to request an investor presentation directly, as no public track record validates its investment thesis.

Who founded Calafia Group?

The principals and founding date of Calafia Group are not disclosed in corporate filings, regulatory registrations, or the firm's website. This level of anonymity is uncommon but not unprecedented among single-family-backed entities or managers who deploy exclusively for a closed capital base.

How does Calafia Group source its deals?

Sourcing is not publicly documented. The firm's Sparsely populated digital presence suggests it does not rely on competitive auction processes; more likely, it operates through a tight network of intermediaries, professional contacts, or proprietary introductions. Any allocator evaluating the firm should scrutinize concentration risk and whether deal flow is repeatable.

Is Calafia Group a registered investment advisor?

Calafia Group's regulatory status is unclear from public records. It does not appear to have filed a Form ADV with the SEC, suggesting it may rely on an exemption, though absence of a filing does not conclusively determine its registration status. An allocator should confirm directly with the firm and its legal counsel.

What investment stages is Calafia Group known to target?

Based on its classification as a private equity firm, Calafia Group likely pursues control or significant-minority positions in established companies, but the typical check size, EBITDA range, and transaction type remain unconfirmed. No later-stage venture, growth-equity, or early-stage activities are publicly attributed to the firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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