Single Family OfficeRIA · CRD 333711SEC-Registered

Updated:

CALRIVAN WEALTH MANAGEMENT

CALRIVAN WEALTH MANAGEMENT is an SEC-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1...

CALRIVAN WEALTH MANAGEMENT

CALRIVAN WEALTH MANAGEMENT is an SEC-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Principals

John Calamos Sr.

Founder and Chairman, Calamos Investments

Sector focus

Financial ServicesReal EstatePrivate Equity

Frequently asked questions

What is the relationship between Calrivan Wealth Management and Calamos Investments?

Calrivan Wealth Management is the family office for John Calamos Sr., founder and chairman of Calamos Investments. Calamos Investments is a publicly traded asset manager (NASDAQ: CLMS), and Calrivan manages the family's private capital separate from the public company. The family office likely draws on the relationships and deal flow generated by the broader Calamos ecosystem.

How was the underlying wealth generated?

The Calamos family fortune was generated through the growth of Calamos Investments, which John Calamos Sr. founded in 1977. The firm grew into a major asset manager known for convertible bond and alternative investment strategies. It went public in 2004, creating substantial liquidity for the founding family.

Does Calrivan co-invest alongside external managers or institutions?

Yes, John Calamos Sr. has a track record of co-investing alongside venture capital and private equity funds, particularly in early-stage technology and Chicago-area companies. The family office is known to participate in rounds led by institutional investors rather than deploying a dedicated internal investment team across all asset classes.

Is Calrivan structured as a single-family office or a multi-family office?

Calrivan Wealth Management is structured as a single-family office for the Calamos family. There is no public evidence of the firm opening its platform to external families or operating as a multi-family office.

What is Calrivan's known posture on direct versus fund investments?

The family office pursues both direct investments and fund commitments. Direct investments appear concentrated in private companies and real estate, while fund commitments provide access to venture capital and private equity strategies where the family does not maintain in-house sourcing capabilities.

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