CALMWATER ASSET MANAGEMENT, LLC of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 282617). Regulatory assets under management: $792.5M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Myles Reid Blechner | CHIEF COMPLIANCE OFFICER | — |
| David Andrew Cohen | CHAIRMAN; TRUSTEE | — |
| Dean Kao Chang | PRINCIPAL/GENERAL COUNSEL; PRINCIPAL/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| Larry William Grantham | MANAGING PRINCIPAL | — |
| Mark Hiroichi Sato | CHIEF FINANCIAL OFFICER | — |
| DIBARTOLO JOSEPH MAURICE | CHIEF COMPLIANCE OFFICER | — |
| MCDERMOTT JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| BLECHNER MYLES REID | CHIEF COMPLIANCE OFFICER | — |
| TRAVERSI DAVID MATTHEW | CHIEF COMPLIANCE OFFICER & PRESIDENT; MEMBER; PRESIDENT | — |
| COHEN DAVID ANDREW | CHAIRMAN; TRUSTEE | — |
| SCHWAB MATTHEW BENJAMIN | SENIOR PORTFOLIO MANAGER | — |
| GRANTHAM LARRY WILLIAM | MANAGING PRINCIPAL; SENIOR PORTFOLIO MANAGER | — |
| CHANG DEAN KAO | GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; PRINCIPAL/GENERAL COUNSEL (+1 more) | — |
| SATO MARK HIROICHI | CHIEF FINANCIAL OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CALMWATER REAL ESTATE CREDIT FUND IV, LP | Real Estate Fund | Delaware | 28 | $497.1M | $5.0M |
| U.S. REAL ESTATE CREDIT FUND III, LP | Real Estate Fund | Delaware | 20 | $106.4M | $5.0M |
| U.S. REAL ESTATE CREDIT MINIMASTER FUND III, LP | Real Estate Fund | Cayman Islands | 18 | $104.1M | $5.0M |
| CALMWATER REAL ESTATE CREDIT FUND IV (PF), LP | Real Estate Fund | Delaware | 2 | $58.3M | $5.0M |
| CALMWATER CAPITAL 3, LLC | Real Estate Fund | California | 1 | $26.6M | $5.0M |