# CALTIUS CAPITAL MANAGEMENT, LP

CALTIUS CAPITAL MANAGEMENT, LP of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 157007
- Type: SEC-registered investment adviser
- SEC file number: 801-73869
- Location: 11766 WILSHIRE BLVD, SUITE 850, LOS ANGELES, CA, 90025-6567
- Phone: (310) 996-9585
- Latest filing: 2026-03-27
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 21
- Accounts: 17

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| [Jeffrey Holdsberg](https://search.stillhousedata.com/person/60693) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | Los Angeles, CA |
| [Gavin Bates](https://search.stillhousedata.com/person/228264) | MANAGING DIRECTOR | Los Angeles, CA |
| [Michael Joseph Morgan](https://search.stillhousedata.com/person/605570) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | Lexington, MA |
| [James Brian Upchurch](https://search.stillhousedata.com/person/697332) | MANAGER; PRESIDENT, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Michael Adam Kane](https://search.stillhousedata.com/person/697333) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Gregory James Howorth](https://search.stillhousedata.com/person/697334) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Garrick Nmn Ahn](https://search.stillhousedata.com/person/697335) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Alisa Gaie Frederick](https://search.stillhousedata.com/person/697336) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Holdsberg Carl Jeffrey](https://search.stillhousedata.com/person/697337) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Eric Carl Wauthy](https://search.stillhousedata.com/person/697338) | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [Gavin Edward Bates](https://search.stillhousedata.com/person/697339) | MANAGING DIRECTOR | — |
| [Frederick Harrington Shuart](https://search.stillhousedata.com/person/697340) | MANAGING DIRECTOR | — |
| [KANE STEPHEN MICHAEL](https://search.stillhousedata.com/person/729124) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [MORGAN MICHAEL JOSEPH](https://search.stillhousedata.com/person/740481) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [UPCHURCH JAMES BRIAN](https://search.stillhousedata.com/person/816663) | MANAGER; PRESIDENT, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [HOWORTH GREGORY JAMES](https://search.stillhousedata.com/person/816664) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [AHN GARRICK](https://search.stillhousedata.com/person/816665) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [BRACKETT GREGORY LAURENCE](https://search.stillhousedata.com/person/816666) | CHIEF FINANCIAL OFFICER, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [MORRISH ROBERT GORDON](https://search.stillhousedata.com/person/816667) | CHIEF COMPLIANCE OFFICER, CALTIUS CAPITAL MANAGEMENT, LP; EVP & GENERAL COUNSEL, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [FREDERICK ALISA GAIE](https://search.stillhousedata.com/person/816668) | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER, CALTIUS CAPITAL MANAGEMENT, LP; MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [RAVICH JESS MARSHALL](https://search.stillhousedata.com/person/823754) | MEMBER; TRUSTEE OF THE RAVICH REVOCABLE TRUST OF 1989 | — |
| [PALERMO TIA MARIE](https://search.stillhousedata.com/person/835091) | TRUSTEE OF THE RAVICH REVOCABLE TRUST OF 1989 | — |
| [WAUTHY ERIC CARL](https://search.stillhousedata.com/person/863370) | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER, CALTIUS CAPITAL MANAGEMENT, LP; CHIEF FINANCIAL OFFICER, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [KANE MICHAEL ADAM](https://search.stillhousedata.com/person/872009) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |
| [AHN GARRICK NMN](https://search.stillhousedata.com/person/872010) | MANAGING DIRECTOR, CALTIUS CAPITAL MANAGEMENT, LP | — |


## Private funds (17)

Mix: Hedge Fund 3 · Private Equity Fund 14

_Showing 15 of 17 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CALTIUS PARTNERS VI (SBIC), LP | Hedge Fund | Delaware | 56 | $253.2M | $2.5M |
| CALTIUS PARTNERS V (SBIC), LP | Hedge Fund | Delaware | 33 | $245.6M | $2.5M |
| CALTIUS EQUITY PARTNERS V, LP | Hedge Fund | Delaware | 58 | $103.1M | $5.0M |
| CALTIUS EQUITY PARTNERS III, LP | Private Equity Fund | Delaware | 29 | $100.8M | $5.0M |
| CALTIUS PARTNERS VI, LP | Private Equity Fund | Delaware | 4 | $82.5M | $5.0M |
| CALTIUS PARTNERS IV, LP | Private Equity Fund | Delaware | 42 | $75.2M | $5.0M |
| CALTIUS PARTNERS V, LP | Private Equity Fund | Delaware | 8 | $66.5M | $5.0M |
| CALTIUS EQUITY PARTNERS IV, LP | Private Equity Fund | Delaware | 7 | $36.6M | $5.0M |
| CALTIUS PARTNERS III, LP | Private Equity Fund | Delaware | 50 | $27.4M | $5.0M |
| CALTIUS PARTNERS V-A, LP | Private Equity Fund | Delaware | 4 | $24.2M | $5.0M |
| CALTIUS EQUITY PARTNERS II, LP | Private Equity Fund | California | 29 | $20.3M | $5.0M |
| CALTIUS EQUITY PARTNERS EXECUTIVE IV, LP | Private Equity Fund | Delaware | 50 | $18.5M | $100K |
| CALTIUS EQUITY PARTNERS EXECUTIVE III, LP | Private Equity Fund | Delaware | 46 | $6.3M | $100K |
| CALTIUS PARTNERS EXECUTIVE V, LP | Private Equity Fund | Delaware | 26 | $3.2M | $100K |
| CALTIUS PARTNERS EXECUTIVE IV, LP | Private Equity Fund | Delaware | 26 | $650K | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157007/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157007/similar
- Related entities: https://search.stillhousedata.com/firm/157007/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157007

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.