CALAMOS WEALTH Overview
Calamos Wealth Management Llc is an investment advisor that manages 917.4 MM dollars in regulatory AUM and has 21 employees, of which 19 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 115% of the manager's regulatory AUM.
CALAMOS WEALTH StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CALAMOS WEALTH Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
IVV | 11.19% | ETF | 2.08% | -0.01% | 0 | 10% | ||
AAPL | 7.56% | Tech | -12.18% | -0.66% | 0 | 52% | ||
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CALAMOS WEALTH Founders and Key Employees
Name | Title | In Position Since |
---|
John P. Calamos Sr. | Ceo/Global Co-Cio | October-2004 |
James F. Baka | Evp, President Of Wealth Managment | February-2007 |
Jerald C. Jackson | Svp, General Counsel And Secretary | April-2010 |
Nimish S. Bhatt | Svp, Chief Financial Officer | May-2011 |
Gary D. Black | Evp, Global Co-Cio | September-2012 |
Jessica M. Mazza | Vp, Chief Compliance Officer | April-2014 |
CALAMOS WEALTH Brokers, Custodians, Auditors and Administrators
Type | Company |
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CALAMOS WEALTH Investment Strategy
CALAMOS WEALTH Portfolio Concentration
CALAMOS WEALTH Location
2020 CALAMOS COURT
NAPERVILLE, Illinois
UNITED STATES, 60563-2787
NAPERVILLE, Illinois
UNITED STATES, 60563-2787
CALAMOS WEALTH Contact Information
Phone Number: 630.245.7200
Fax Number: 630.245.7511
Website: http://www.calamos.com
Fax Number: 630.245.7511
Website: http://www.calamos.com
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