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Caliber Wealth Advisory
Caliber Wealth Advisory is an SEC-registered investment adviser in Tampa, FL. The firm manages approximately $24 million in regulatory assets.
Caliber Wealth Advisory
Caliber Wealth Advisory is an SEC-registered investment adviser in Tampa, FL. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Charlotte, NC, United States
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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