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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Naperville, IL HQ: Naperville, IL

Calamos Advisors

$43.9B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.64B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Venture Capital, Buyout, Private Equity, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
27
5 Open Source Trails Below
Sum of Disclosed Rows
$2.64B
Total AUM: $43.9B
Median Disclosed Amount
$80.0M
Range: $15.0M – $226.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Calamos Advisors

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Acrew Diversify Capital Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$226.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Innovation Alpha V L.P.Adviser 7.B Vehicle Private Equity 2025
$186.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2025
$167.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
PSG VIAdviser 7.B Vehicle Growth Equity 2024
$15.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Index Ventures Growth VI, L.P.Adviser 7.B Vehicle Venture Capital 2024
$167.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Calamos Advisors

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Calamos Advisors (OCIO / Wealth RIA, $43.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.7% Actual; $570.5M Unallocated Target Bandwidth). SEC Form ADV (801-29688, CRD #105758) verified $43.89B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-11

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Calamos Advisors

929 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Calamos Advisors (26 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 13 Shared Vehicles

Syzygy Asset Management

OCIO / Wealth RIA Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)
Calamos Advisors: $102.2M · SEC Form ADV 7.B
Syzygy Asset Management: $106.8M · SEC Form ADV 7.B

Additional shared vehicles: PGIM Real Estate Global Partners VI (2023 Vintage) · PCCP Debt Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PGIM Real Estate Global Partners VI (2023 Vintage)
Calamos Advisors: $107.0M · SEC Form ADV 7.B
Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds: $26.8M · SEC Form ADV 7.B

Additional shared vehicles: PIMCO Commercial Real Estate Debt Fund V (2024 Vintage) · PIMCO BRAVO Fund VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PCCP Debt Fund VI (2023 Vintage)
Calamos Advisors: $54.8M · SEC Form ADV 7.B
Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds: $114.5M · SEC Form ADV 7.B

Additional shared vehicles: PGIM Real Estate Global Partners VI (2023 Vintage) · PGIM Real Estate U.S. Impact Value Partners, LP (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+926 Additional Institutional LPs Report Shared Vehicles with Calamos Advisors

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Calamos Advisors

You are viewing 5 open public preview records (out of 27 total tracked records for Calamos Advisors) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (929 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Calamos Advisors

Real Estate LPs →Venture Capital LPs →Buyout LPs →Private Equity LPs →Growth Equity LPs →

Frequently Asked Questions: Calamos Advisors

What type of institutional allocator is Calamos Advisors and what is their typical disclosed ticket size?

Calamos Advisors is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Naperville, IL; Headquarters: Naperville, IL). Across 27 historical disclosure records tracked on Prilago ($2.64B total parsed USD across disclosed rows), the median disclosed amount is $80.0M (range: $15.0M to $226.1M).

Which private-market strategies appear in Calamos Advisors's public disclosures?

Calamos Advisors has disclosed records across Real Estate, Venture Capital, Buyout, Private Equity, Growth Equity. Open preview records include Acrew Diversify Capital Fund II, L.P. (2025 Vintage), Innovation Alpha V L.P. (2025 Vintage), Bridgepoint Europe VII, L.P. (2025 Vintage), PSG VI (2024 Vintage).

How are Calamos Advisors's historical records substantiated and separated from active searches on Prilago?

Records for Calamos Advisors cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Calamos Advisors's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/calamos-advisors or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Calamos Advisors?

In Prilago's bilateral commitment graph, Calamos Advisors shares resolved underlying fund vehicles with 929 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Syzygy Asset Management (13 shared vehicles, e.g. PIMCO Commercial Real Estate Debt Fund V (2024 Vintage)), Cranbrook Aroostook Winchester Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. PGIM Real Estate Global Partners VI (2023 Vintage)), Gallatin Valley Georgetown Kavanagh Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. PCCP Debt Fund VI (2023 Vintage)).

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