Updated:
Calamos Investments
Calamos Wealth Management operates as the wealth management arm of Calamos Investments. The firm is based in Naperville, Illinois. It offers alternative mutual...
Calamos Investments
Calamos Wealth Management operates as the wealth management arm of Calamos Investments. The firm is based in Naperville, Illinois. It offers alternative mutual fund vehicles and traditional strategies to institutions and individuals through a risk-managed approach to investing.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Naperville
Corporate office
2020 Calamos Court, Naperville, Illinois, United States
Principals
John P. Calamos Sr.
Founder, Chairman, and Global Chief Investment Officer
John Koudounis
President and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Calamos Investments?
John P. Calamos Sr. serves as Chairman and Global Chief Investment Officer. John Koudounis holds the role of President and CEO. Investment committees integrate research across public and private strategies.
Does Calamos Investments participate in fund commitments or only direct deals?
The firm executes both fund commitments and direct co-investments. It has taken co-investor roles in venture rounds and buyouts since 2007. Interval funds provide additional access to private equity exposure.
What investment stages does Calamos Investments typically target?
The firm targets buyout, growth equity, and venture capital stages. It has participated in early-stage rounds and later acquisitions. Holdings span public equities and private vehicles.
How is Calamos Investments related to its parent or related vehicles?
Calamos Wealth Management operates as the multi-family office division of Calamos Investments. The structure maintains separation between listed funds and private client mandates. A 50 percent joint venture exists with Giannis Antetokounmpo.
Where does the underlying wealth come from?
Wealth originated with John P. Calamos Sr. through pioneering convertible-securities strategies. The family office arm now serves multiple external families and institutions. No single-family attribution applies beyond the founder.
Does Calamos Investments maintain philanthropic structures?
The John P. Calamos Sr. Foundation was established in 2006. It focuses on education and Hellenic heritage with an estimated $1.6 million in annual giving. A $10 million commitment to Illinois Institute of Technology has been recorded.
What is Calamos Investments known posture on co-investments alongside external GPs?
The firm acts as co-investor in venture, growth, and buyout transactions. Examples include participation in Unnax Series A and multiple acquisitions between 2015 and 2024. Co-investments sit alongside fund commitments.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: