CaliberCosCWD
Market Cap: $13.5M
About: CaliberCos Inc is an asset management firm, whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. The company's funds include investment vehicles focused on real estate, private equity, and debt facilities. The company earns asset management fees calculated as a percentage of managed capital in funds and offerings. The company markets services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions and through in-house client services. The company operates into three reportable segments: Fund Management, Development, and Brokerage. Majority of revenue is derived from Asset management fees segment.
Employees: 99
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0.04% less ownership
Funds ownership: 4.57% [Q1] → 4.53% (-0.04%) [Q2]
7% less funds holding
Funds holding: 15 [Q1] → 14 (-1) [Q2]
14% less capital invested
Capital invested by funds: $633K [Q1] → $545K (-$88.1K) [Q2]
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Research analyst outlook
We haven’t received any recent analyst ratings for CWD.