Calamos Private Equity Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 1 | — | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ckpe Fund I, Lp | Real Estate Fund | Illinois | $0 | 2 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Koudounis, John, Spiro | President And Chief Executive Officer | Jul 2016 (10y) | Less than 5% | |
| Takahashi, William, J | Manager | Jul 2016 (10y) | GP / trustee / elected manager of Calamos Partners Llc (indirect) | |
| John Peter Calamos Sr. | Founder And Chairman | Dec 2020 (6y) | 50% – 75% of Calamos Asset Management, Inc. (indirect) | |
| Herman, Thomas, Edward | Executive Vice President, Chief Financial Officer And Treasurer | Dec 2022 (4y) | Less than 5% | |
| Sinker, Jacqueline, Elizabeth | Senior Vice President, Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Stavropoulos Palas, Constance, E | Senior Vice President, General Counsel And Secretary | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Calamos Investments Llc | Sole Member/Manager | Dec 2022 | A | 75% or more |
| Calamos Partners Llc | Member | Jul 2016 | B | ≈ 56.25% – 100% via Calamos Investments Llc |
| Calamos Family Partners, Inc. | Member | Sep 2014 | B | ≈ 42.19% – 100% via Calamos Partners Llc |
| John P. Calamos,Trustee, Under The John P. Calamos 1985 Trust Dated August 21, 1985 | Shareholder | Oct 2004 | B | ≈ 31.64% – 100% via Calamos Family Partners, Inc. |
| Calamos Asset Management, Inc. | Member | Oct 2004 | B | GP / trustee / elected manager of Calamos Investments Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Calamos Partners Llc: 75% – 100% of Calamos Investments Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Calamos Family Partners, Inc.: 75% – 100% of Calamos Partners Llc × 75% – 100% of Calamos Investments Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- John P. Calamos,Trustee, Under The John P. Calamos 1985 Trust Dated August 21, 1985: 75% – 100% of Calamos Family Partners, Inc. × 75% – 100% of Calamos Partners Llc × 75% – 100% of Calamos Investments Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ckpe Fund I, Lp | Real Estate Fund | $0 | $1 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 2.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗