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Calvert Street Capital Partners, Inc.

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Total assets under management

$663,100,000

Total clients

0

Total advisors

0

of 22 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Calvert Street Capital Partners, Inc. (CSCP) advises private pooled investment vehicles and affiliated entities and manages approximately $663.1 million in discretionary assets, primarily through its suite of equity and mezzanine funds. The firm focuses on the acquisition, active management and disposition of lower‑middle‑market manufacturing and services companies in North America and does not currently manage separate accounts for individual investors or institutions.

CSCP follows a structured, thesis‑driven investment process that emphasizes proprietary sourcing, detailed due diligence and a platform‑plus add‑on buy‑and‑build approach, with most equity funds concentrating in a limited number of portfolio companies. The firm engages in hands‑on portfolio management—often taking board seats, working with operating consultants and implementing management information and governance improvements—while maintaining frequent monitoring and investment committee oversight.

A number of features distinguish CSCP from many peers: it operates both equity buyout and mezzanine strategies, including mezzanine vehicles that utilize SBA/SBIC leverage, and its newer equity vehicles have at times been single‑strategy funds dedicated to one platform company. Like many managers it receives management fees and carried interest, but it also commonly receives monitoring, consulting and financing fees from portfolio companies—arrangements disclosed in fund documents and subject to advisory‑committee and related‑party governance.

Client services

Portfolio management

Expertise

Business ownership considerations Business exit / sale strategy Business Financial Management Tax strategies for small businesses

Occupation focus

Founder/Business Owner

Fee options

Performance-based

Carried interest up to 20% of Fund profits after return of capital and preferred return to investors.

Main office location

Calvert Street Capital Partners, Inc.

1 Olympic Place, Suite 500

Towson MD 21204, United States

Number of offices

2

Most active in

Maryland

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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