Calderwood Financial Strategies
Calderwood Financial Strategies is a multi-family office headquartered in Houston, United States.

Calderwood Financial Strategies
Calderwood Financial Strategies is a multi-family office headquartered in Houston, United States. Founded in 1976 by insurance specialist Charles Calderwood, the firm grew out of his practice advising business owners on retirement plans, life insurance and executive benefits, and today coordinates investment management, tax-efficient planning and risk solutions for affluent families across the Southwest—delivering integrated wealth oversight.
General information
Firm type
Multi Family Office
Year founded
1995
AUM
—
Location
Region
North America
Country
—
City
Portsmouth
Corporate office
100 Market Street, Suite 202, Portsmouth, NH 03801
Frequently asked questions
What is Calderwood Financial Strategies?
Calderwood Financial Strategies is a multi family office headquartered in Portsmouth.
When was Calderwood Financial Strategies founded?
Calderwood Financial Strategies was founded in 1995.
Where is Calderwood Financial Strategies headquartered?
Calderwood Financial Strategies is headquartered in Portsmouth, in the North America region.
What does Altss track for Calderwood Financial Strategies?
Altss maintains an OSINT-verified profile of Calderwood Financial Strategies covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Calderwood Financial Strategies's website?
Calderwood Financial Strategies's public website is www.calderwoodfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Calderwood Financial Strategies?
Calderwood Financial Strategies is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Calderwood Financial Strategies?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Calderwood Financial Strategies?
Calderwood Financial Strategies's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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