# Calvie Financial

Calvie Financial is an Asset Manager based in Miami, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** calviefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/clinton-vilks-cfa-b2a9425b

## Regulatory record

- **CRD number:** 335279
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335279

## About

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.

## Sectors

- Hedge Funds
- Private Credit
- Real Estate
- Secondaries & Special Situations

## People

- Stefan Calvie — Founder & Chief Investment Officer

## 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.

## Related profiles

- [Patels and Company Capital](https://altss.com/profile/patels-and-company-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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