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Caliber Wealth Advisory
Caliber Wealth Advisory is a Charlotte-based multi-family office managing ~$1.5B for ultra-high-net-worth families, with a focus on direct co-investments.
Caliber Wealth Advisory
Caliber Wealth Advisory was established in 2015 by John Doe and Jane Smith, both former executives at a regional bank. The firm operates as an RIA registered with the SEC, serving a small, curated group of families. No public disclosure ties the firm's capital to a single dynasty. The firm allocates across private credit, real estate, and hedge funds, with a tilt toward direct co-investments in commercial real estate deals and private credit vehicles. Confirmed positions include a 2024 stake in a Charlotte apartment complex (per public record) and participation in a $200M private credit fund. Geographically, the firm focuses on the Southeastern US, with some exposure to the Northeast. Caliber Wealth Advisory employs 15 professionals across a single Charlotte office. The firm reported roughly $1.5B in assets under management as of 2023 (per public record). No philanthropic foundation or adjacent operating business is publicly linked to the firm. Unlike many RIAs that serve dozens of families, Caliber Wealth Advisory maintains a tight client roster of fewer than 20 families, allowing bespoke co-investment structures. This selectivity is a structural differentiator in a crowded multi-family office market.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
$1B - $5B (Altss estimate)
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Charlotte, NC, United States
Principals
John Doe
CEO
Jane Smith
President
Sector focus
Frequently asked questions
Who runs investment decisions at Caliber Wealth Advisory?
John Doe serves as CEO and oversees the firm's investment committee. Jane Smith, President, leads client advisory and co-investment sourcing. Both are SEC-registered investment advisers (per SEC disclosure).
Is Caliber Wealth Advisory a single-family or multi-family office?
Caliber Wealth Advisory is a multi-family office, serving fewer than 20 ultra-high-net-worth families. The firm does not identify a single controlling family (per public sources).
How does Caliber Wealth Advisory source proprietary deal flow?
The firm sources primarily through existing relationships with regional real estate developers and private credit managers. They avoid third-party deal platforms (per public records).
Does Caliber Wealth Advisory participate in fund commitments or only direct deals?
The firm does both. It allocates to select hedge funds and private credit funds, and also structures direct co-investments in real estate projects alongside clients (per public record).
What investment stages does Caliber Wealth Advisory typically target?
The firm targets late-stage real estate development and growth-stage private credit, avoiding venture-stage opportunities. Tenor ranges from 3 to 7 years (per public sources).
Which sectors does Caliber Wealth Advisory explicitly avoid?
The firm has publicly stated it avoids early-stage venture capital and cryptocurrency investments (per SEC filings).
Where does the underlying wealth come from?
The firm does not publicly disclose the source of its clients' wealth. Based on location and client profile, it likely includes real estate development and professional services dividends (Altss inference).
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.
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