CaliberCos Inc.

0.44
-0.06 (-12.00%)
At close: Apr 16, 2025, 9:49 AM

Company Description

CaliberCos Inc. is a real estate investment, and an asset management firm specializes in middle-market assets.

It serves its investor clients by creating, managing, and servicing proprietary products, including middle-market investment funds, private syndications, and direct investments, which are managed by the firm's in-house asset services group.

It invests primarily in commercial real estate, qualified opportunity zones (QOZ), private equity, and debt facilities.

It delivers a full suite of alternative investments to high net worth, accredited and qualified investors, as well as family offices and smaller institutions.

CaliberCos Inc. was founded in 2009 and is headquartered in Scottsdale, Arizona.

CaliberCos Inc.
CaliberCos Inc. logo
Country United States
IPO Date May 18, 2023
Industry Asset Management
Sector Financial Services
Employees 81
CEO John C. Loeffler II

Contact Details

Address:
8901 E Mountain View Road
Scottsdale, Arizona
United States
Website https://www.caliberco.com

Stock Details

Ticker Symbol CWD
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency USD
CIK Code 0001627282
CUSIP Number 13000T109
ISIN Number US13000T1097
Employer ID 00-0000000
SIC Code 6500

Key Executives

Name Position
John C. Loeffler II Co-Founder, Chairman of the Board & Chief Executive Officer
Ignacio Martinez Chief Operating Officer
Jade Leung Corporate Secretary & Chief Financial Officer
Jennifer Schrader Co-Founder, Vice-Chairperson & President
Jon Pettit Senior Vice President of Fund Management
Lisa Pudewell Vice President of Asset Management
Maureen Maloney Chief Compliance Officer & Corporate Counsel
Michael Rosales Corporate Controller
Roy Bade Chief Development Officer

Latest SEC Filings

Date Type Title
Apr 14, 2025 S-1 Filing
Apr 14, 2025 8-K Current Report
Apr 10, 2025 4 Filing
Apr 08, 2025 DEF 14A Filing
Apr 02, 2025 8-K Current Report
Apr 01, 2025 8-K Current Report
Mar 31, 2025 10-K Annual Report
Mar 31, 2025 8-K Current Report
Mar 31, 2025 253G2 Filing
Mar 27, 2025 PRE 14A Filing