CaliberCos Inc. (CWD)
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.
| 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 |