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Calvie Financial

CALVIE FINANCIAL is a state-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1...

Calvie Financial

CALVIE FINANCIAL is a state-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Asset Manager

Year founded

2015

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, United States

Principals

Stefan Calvie

Founder & Chief Investment Officer

Sector focus

Hedge FundsPrivate CreditReal EstateSecondaries & Special Situations

Frequently asked questions

Who runs investment decisions at Calvie Financial?

Stefan Calvie, the founder and Chief Investment Officer, is the sole named decision-maker on all investment and allocation matters. The firm operates with a concentrated leadership structure common among emerging managers, with no publicly identified investment committee or external advisory board. Day-to-day analysis and underwriting are supported by a lean internal team and an external network of operating partners for real asset transactions.

What investment stages does Calvie Financial target in private markets?

Calvie Financial does not pursue venture capital or early-stage growth equity. Its private credit practice targets sponsor-backed, cash-flowing middle-market businesses that need senior-secured financing. In real estate and special situations, the firm acquires distressed assets and non-performing loan pools directly, positioning itself as a liquidity provider in situations where traditional bank financing has pulled back.

Profile maintained by 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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