CaliberCos Inc. (CWD)

CaliberCos will go public soon, but the exact IPO date is still unknown.
IPO Price
$5.00
Shares Offered
1,600,000
Deal Size
$8.00M

Company Description

Caliber is a leading vertically integrated asset management firm whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets.

We strive to build wealth for our investor clients by creating, managing, and servicing proprietary products including middle-market investment funds, private syndications, and direct investments.

Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities.

We earn asset management fees calculated as a percentage of managed capital in our Funds and Offerings.

We market our services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions, and through in-house client services.

CaliberCos Inc.
Country United States
Founded 2009
Industry Financials
Sector Capital Markets
Employees 73
CEO John C. Loeffler, II

Contact Details

Address:
8901 E. Mountain View Rd. Ste. 150
Scottsdale, AZ 85258
United States
Phone (480) 295-7600
Website caliberco.com

Stock Details

Ticker Symbol CWD
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
IPO Price $5.00
CIK Code 0001627282
SIC Code 6500

Key Executives

Name Position
John C. “Chris” Loeffler, II Chief Executive Officer and Chairman of the Board
Jennifer Schrader President & Chief Operating Officer and Vice-Chairperson
Jade Leung Chief Financial Officer
Roy Bade Chief Development Officer
John Hartman Chief Investment Officer

Latest SEC Filings

Date Type Title
Jan 19, 2023 1-U Current Report Pursuant to Regulation A
Jan 19, 2023 S-1/A [Amend] General form for registration of securities under the Securities Act of 1933
Jan 6, 2023 FWP Free Writing Prospectus
Jan 6, 2023 S-1/A [Amend] General form for registration of securities under the Securities Act of 1933
Dec 14, 2022 S-1/A [Amend] General form for registration of securities under the Securities Act of 1933
Nov 25, 2022 FWP Free Writing Prospectus
Nov 23, 2022 S-1/A [Amend] General form for registration of securities under the Securities Act of 1933
Oct 28, 2022 S-1/A [Amend] General form for registration of securities under the Securities Act of 1933
Sep 29, 2022 S-1 General form for registration of securities under the Securities Act of 1933
Sep 28, 2022 1-SA Filing