Calera Capital Advisors, Lp
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 15
- Avg AUM / client
- $206M
- Accounts
- 15
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $3.1B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Calera Capital Image Holdings, L.P. | Private Equity Fund | Delaware | $893M | 40 |
| Calera Capital Partners V, L.P. | Private Equity Fund | Delaware | $576M | 78 |
| Calera Capital Partners Vi, L.P. | Private Equity Fund | Delaware | $508M | 24 |
| Calera Xxiv, Llc | Private Equity Fund | Delaware | $196M | 5 |
| Calera Xxi, Llc | Private Equity Fund | Delaware | $191M | 11 |
| Calera Xxiii, Llc | Private Equity Fund | Delaware | $107M | 9 |
| Calera Xxii, Llc | Private Equity Fund | Delaware | $68.7M | 7 |
| Calera Xx, Llc | Private Equity Fund | Delaware | $45.6M | 5 |
| Calera Capital Partners Vi Side By Side, L.P. | Private Equity Fund | Delaware | $38.2M | 16 |
| Calera Capital Partners V Side By Side, L.P. | Private Equity Fund | Delaware | $17.8M | 28 |
| Calera Xix, Llc | Private Equity Fund | Delaware | $742K | 11 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baker, Kevin, Ray | Managing Director/General Counsel | Jan 2007 (20y) | 10% – 25% | |
| Farrell, James, Thomas | Managing Partner | Jan 2007 (20y) | 50% – 75% of Calera Capital Management, Inc (indirect) | |
| Williamson, Mark, Neville | Managing Partner | Jan 2007 (20y) | 50% – 75% of Calera Capital Management, Inc (indirect) | |
| Halow, James, Andrew | Managing Director | Jan 2011 (16y) | Less than 5% | |
| Dumais, Daniel, Barry | Chief Compliance Officer And Chief Financial Officer | Sep 2014 (12y) | Less than 5% | |
| Thurow, Ethan, Emil | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Walsh, Paul, Francis | Senior Managing Director | Sep 2015 (11y) | Less than 5% | |
| Fearnow, Brian, Ford | Managing Director | Aug 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Calera Capital Management, Inc. | General Partner | Jan 2007 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $2.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Calera Capital Image Holdings, L.P. | Private Equity Fund | $893M | $0 | 40 |
| Calera Capital Partners V, L.P. | Private Equity Fund | $576M | $10.0M | 78 |
| Calera Capital Partners Vi, L.P. | Private Equity Fund | $508M | $10.0M | 24 |
| Calera Xxiv, Llc | Private Equity Fund | $196M | $0 | 5 |
| Calera Xxi, Llc | Private Equity Fund | $191M | $0 | 11 |
| Calera Xxiii, Llc | Private Equity Fund | $107M | $0 | 9 |
| Calera Xxii, Llc | Private Equity Fund | $68.7M | $0 | 7 |
| Calera Xx, Llc | Private Equity Fund | $45.6M | $0 | 5 |
| Calera Capital Partners Vi Side By Side, L.P. | Private Equity Fund | $38.2M | $0 | 16 |
| Calera Capital Partners V Side By Side, L.P. | Private Equity Fund | $17.8M | $0 | 28 |
| Calera Xix, Llc | Private Equity Fund | $742K | $0 | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗