# Calamos Wealth Management

Calamos Wealth Management is a Bank / Wealth / Trust based in Naperville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Naperville, United States
- **Region:** North America
- **Address:** Naperville, IL, United States
- **Founded:** 1977
- **Assets under management:** Undisclosed
- **Website:** calamos.com
- **LinkedIn:** https://www.linkedin.com/company/calamos-wealth-management/

## Regulatory record

- **CRD number:** 143490
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143490

## About

Calamos Wealth Management operates as the private-client division of Calamos Investments, the Naperville, Illinois-based firm John P. Calamos, Sr. founded in 1977. The wealth unit draws on the parent company's decades-old options and convertible-bond analytics, applying institutional hedging strategies to individual portfolios. Calamos converted his personal investment philosophy into a public company in 2004, making Calamos Asset Management a rare listed entity among specialist active managers. The wealth division allocates across equities, convertible securities, and alternative investments, with a heavy tilt toward liquid alternative strategies developed by the parent firm. Calamos Investments manages closed-end funds, mutual funds, and separate accounts that blend growth equities with downside risk management — the same toolkit the wealth group uses for taxable family capital. Geographic focus is domestic, with portfolios concentrated in US-listed securities and US private-credit instruments. Publicly available records show the broader Calamos complex managed roughly $30 billion in total client assets across its institutional and wealth channels (per public filings, 2024). The firm operates from a single Illinois headquarters, with John Koudounis serving as CEO of parent company Calamos Investments. The wealth group does not separately publish a client count, headcount, or performance benchmark. Calamos functions as an investment-led wealth manager — not a trust company or multi-family aggregator. Its dual identity as both asset manufacturer and distributor allows the wealth group to deliver proprietary convertible strategies that few external advisors can replicate, creating a vertically integrated advisory model that blurs the line between investment manager and family office.

## Sectors

- Convertible Securities
- Equities
- Alternative Investments
- Private Credit

## People

- John P. Calamos, Sr. — Founder and Chairman

## Questions

### How is Calamos Wealth Management related to Calamos Investments?

Calamos Wealth Management is the private-client division of Calamos Investments, the publicly traded asset management firm John P. Calamos, Sr. founded in 1977. The wealth unit uses the parent company's investment strategies — particularly in convertible bonds, equities, and liquid alternatives — to construct portfolios for individual and family clients. The parent firm manufactures closed-end funds, mutual funds, and separate accounts that the wealth group can access directly.

### What investment capabilities distinguish this firm from other wealth managers?

The firm's core differentiator is deep in-house expertise in convertible securities and options-based risk management. Most traditional wealth managers source convertible-bond exposure through third-party funds; Calamos manufactures its own. This vertical integration gives the wealth unit a proprietary toolkit — primarily liquid alternative strategies and hedged equity mandates — that is uncommon among private-client advisors.

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Last updated: 2026-06-03T20:00:00.000Z

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