Calamos Advisors LLC
Assets Under Management
$38.2B
Number of Clients
1,662
Number of Advisors
37
Average Client AUM
$23.0M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)
About This Firm
Calamos Advisors LLC, a subsidiary of Calamos Investments LLC, offers various investment products including mutual funds, ETFs, and separately managed accounts. They provide discretionary investment management to institutional investors and participate in wrap programs. Calamos also offers Model Portfolios to third-party investment advisors. The firm's roots date back to 1977, focusing on convertible securities and expanding to include equity, fixed income, and alternative strategies.
Fee Structure
Calamos Advisors LLC charges fees based on a percentage of assets under management for separate accounts. The minimum account size generally ranges from $1 million to $25 million depending on the strategy selected. The minimum account size for wrap-fee and UMA programs is typically $75,000 to $100,000, depending on the strategy and plan Sponsor minimums. Fees are typically calculated and invoiced at the end of each calendar quarter and are normally payable quarterly in advance. Fees may also be payable in arrears. The firm retains the discretion to negotiate or waive fees on a client-by-client basis. Discounts are offered to the firm’s employees, their family members, and friends.
Areas of Practice
Location
2020 Calamos Court, Naperville, IL, 60563-2787