Calvert Street Capital Partners, Inc.

Calvert Street Capital Partners, Inc., established in 1995, specializes in advising private funds with a focus on lower middle market companies in North America. The firm's investment strategy involves making control or significant minority equity investments in companies with growth potential. They employ a structured investment process, including due diligence, management team improvements, growth initiatives, and negotiated sale exits. The firm operates under the new name Calvert Street Investment Partners since March 2024, transitioning to a multi-strategy investment platform. Calvert Street Capital Partners manages approximately $421.0 million in assets under management as of December 31, 2024, all managed on a discretionary basis. For fees and compensation, Calvert Street Capital Partners generally receives management fees and carried interest from the Funds they advise. The management fee can range from 0% to 2.0% per annum, and carried interest can range from 0% to 20% of profits. The firm also receives monitoring, consulting, and financing fees from portfolio companies. Calvert Street Capital Partners acts as a fiduciary, ensuring that clients' best interests are prioritized. The firm has a code of ethics in place to guide its employees' conduct and personal trading activities. They do not receive soft dollar benefits from broker-dealers and maintain custody of client funds and securities through unaffiliated custodians. Calvert Street Capital Partners exercises investment discretion for its clients and votes client securities in their best interests. The firm has no disciplinary history, bankruptcy filings, or financial conditions that would impair its ability to meet commitments.