Calamos Antetokounmpo Asset Management Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 322813
· SEC file 801-126711
· Naperville, IL
· WWW.CALAMOS.COM
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $26.8M
- Discretionary
- $26.8M
- Clients
- 3
- Avg AUM / client
- $8.9M
- Accounts
- 3
- Employees
- 17
AUM over time
$16.3M
$26.8M
Dec 2023
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $26.8M | 100.0% |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Takahashi, William, J | Manager | Jul 2016 (10y) | GP / trustee / elected manager of Calamos Partners Llc (indirect) | |
| John Peter Calamos Sr. | Global Chief Investment Officer | Dec 2020 (6y) | 50% – 75% of Calamos Asset Management, Inc. (indirect) | |
| Koudounis, John, Spiro | Director, Chairman And Chief Executive Officer | Dec 2020 (6y) | 25% – 50% of Calamos Asset Management, Inc. (indirect) | |
| Antetokounmpo, Giannis, Sina Ugo | Director | Jun 2021 (5y) | ≈ 28.13% – 75% via Original Pe, Llc | |
| Dufresne, Daniel, Leo | President | Jul 2022 (4y) | Less than 5% | |
| Herman, Thomas, Edward | Chief Financial Officer And Treasurer | Jul 2022 (4y) | Less than 5% | |
| John Harry Sianis | Director | Jul 2022 (4y) | Less than 5% | |
| Russell, Christopher, Stephen | Secretary | Jul 2022 (4y) | Less than 5% | |
| Stavropoulos Palas, Constance, E | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Ojala, Erik, Donald | Chief Legal Officer | Jul 2023 (3y) | Less than 5% | |
| Wondra, Dylan, Richard | Director | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Calamos Advisors Llc | Member | Jul 2022 | A | 50% – 75% |
| Original C Fund Llc | Member | Aug 2022 | A | 50% – 75% |
| Calamos Investments Llc | Sole Member / Manager | Oct 2004 | B | ≈ 37.5% – 75% via Calamos Advisors Llc |
| Calamos Partners Llc | Member | Jul 2016 | B | ≈ 28.13% – 75% via Calamos Investments Llc |
| Calamos Family Partners, Inc. | Member | Sep 2014 | B | ≈ 21.09% – 75% via Calamos Partners Llc |
| John P. Calamos, Trustee, Under The John P. Calamos 1985 Trust | Shareholder | Oct 2004 | B | ≈ 15.82% – 75% via Calamos Family Partners, Inc. |
| Original Pe, Llc | Class A Member | Aug 2022 | B | ≈ 37.5% – 75% via Original C Fund Llc |
| Calamos Asset Management, Inc. | Sole Manager/Member | Oct 2004 | B | GP / trustee / elected manager of Calamos Investments Llc (indirect) |
Estimated effective ownership (look-through of filed bands):
- Antetokounmpo, Giannis, Sina Ugo: 75% – 100% of Original Pe, Llc × 75% – 100% of Original C Fund Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Calamos Investments Llc: 75% – 100% of Calamos Advisors Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Calamos Partners Llc: 75% – 100% of Calamos Investments Llc × 75% – 100% of Calamos Advisors Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Calamos Family Partners, Inc.: 75% – 100% of Calamos Partners Llc × 75% – 100% of Calamos Investments Llc × 75% – 100% of Calamos Advisors Llc × 50% – 75% direct ≈ 21.09% – 75% of the firm
- John P. Calamos, Trustee, Under The John P. Calamos 1985 Trust: 75% – 100% of Calamos Family Partners, Inc. × 75% – 100% of Calamos Partners Llc × 75% – 100% of Calamos Investments Llc × 75% – 100% of Calamos Advisors Llc × 50% – 75% direct ≈ 15.82% – 75% of the firm
- Original Pe, Llc: 75% – 100% of Original C Fund Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.9 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗