CaliberCos
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. The majority of revenue is derived from the fund management fees segment.
Employees: 81
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
0.51% more ownership
Funds ownership: 0.29% [Q1] → 0.8% (+0.51%) [Q2]
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
63% less funds holding
Funds holding: 19 [Q1] → 7 (-12) [Q2]
80% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 15
94% less capital invested
Capital invested by funds: $484K [Q1] → $27K (-$457K) [Q2]
Financial journalist opinion
Based on 8 articles about CWD published over the past 30 days
