CaliberCos (CaliberCos) Equity Assets (USD Mil) : 0.00 (As of Mar. 2024)

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What is CaliberCos Equity Assets (USD Mil)?

Equity Assets (USD Mil) are the equity investments the asset management company holds.

The historical rank and industry rank for CaliberCos's Equity Assets (USD Mil) or its related term are showing as below:

CWD's Equity Assets (USD Mil) is not ranked ^*
in the Asset Management industry.
Industry Median:
* Ranked among companies with meaningful Equity Assets (USD Mil) only.

CaliberCos Equity Assets (USD Mil) Historical Data

The historical data trend for CaliberCos's Equity Assets (USD Mil) can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

CaliberCos Equity Assets (USD Mil) Chart

CaliberCos Annual Data

Trend

Dec22

Dec23

Equity Assets (USD Mil)

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CaliberCosQuarterly Data

Trend

Mar23

Jun23

Sep23

Dec23

Mar24

Equity Assets (USD Mil)

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Competitive Comparison of CaliberCos's Equity Assets (USD Mil)

For the Asset Management subindustry, CaliberCos's Equity Assets (USD Mil), along with its competitors' market caps and Equity Assets (USD Mil) data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

CaliberCos (NAS:CWD) Equity Assets (USD Mil) Explanation

Equity Assets (USD Mil) refers to the asset management company's investment in equity markets, which involve the purchases and sales of stocks. Equity can be further classified into two types: common stocks and preferred stocks. In addition to the right to claim profits, common stocks also give investors the right to vote at the shareholders’ meeting. Owners of preferred stock receive dividends as profit, but they do not have the right to vote.

Equity Assets (USD Mil) are usually compared with Fixed Income Assets (USD Mil). The major differences between equity investment and fixed-income investment are the types of securities, accessibility, level of risk, the expected return and the investment strategy of the investors. Equity market is more accessible than the fixed income market for individual investors. It has a higher expected return but also carries higher risk.

CaliberCos Equity Assets (USD Mil) Related Terms

Thank you for viewing the detailed overview of CaliberCos's Equity Assets (USD Mil) provided by GuruFocus.com. Please click on the following links to see related term pages.

CaliberCos (CaliberCos) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » CaliberCos Inc (NAS:CWD) » Definitions » Equity Assets (USD Mil)

Comparable Companies

Traded in Other Exchanges

N/A

Address

8901 E. Mountain View Road, Suite 150, Scottsdale, AZ, USA, 85258

Website

https://www.caliberco.com

CaliberCos Inc is an asset management firm, whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. The company's funds include investment vehicles focused on real estate, private equity, and debt facilities. The company earns asset management fees calculated as a percentage of managed capital in Funds and Offerings. The company markets services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions and through in-house client services. The company operates into three reportable segments: Fund Management, Development, and Brokerage. Majority of revenue is derived from Asset management fees segment.

Executives

Loeffler John C Ii	director, 10 percent owner, officer: CEO	8901 E MOUNTAIN BOULEVARD, SUITE 150, SCOTTSDALE AZ 85258
Daniel Paul Hansen	director	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
Taylor Lawrence X. Iii	director	2727 N 3RD STREET, SUITE 201, PHOENIX AZ 85004
Michael Trzupek	director	2800 NORTHUP WAY, SUITE 220, BELLEVUE WA 98004
Roy John Bade	officer: Ch. Development Officer	8901 E MOUNTAIN ROAD, SUITE 150, SCOTTSDALE AZ 85258
Donnie R Schrader	10 percent owner	8901 E MOUNTAIN ROAD, SUITE 250, SCOTTSDALE AZ 85258
William J Gerber	director	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
C Lo 2021 Irrevocable Trust	10 percent owner	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
Jennifer Schrader	director, 10 percent owner, officer: Pres., COO	8901 E MOUNTAIN ROAD, SUITE 150, SCOTTSDALE AZ 85258
Jade Leung	officer: CFO	8901 E MOUNTAIN VIEW ROAD, SUITE 150, SCOTTSDALE AZ 85258
John Edward Hartman	officer: Ch. Investment Officer	8901 E MOUNTAIN ROAD, SUITE 150, SCOTTSDALE AZ 85258