CALMWATER ASSET MANAGEMENT, LLC
Legal name: CALMWATER CAPITAL
CRD #282617 SEC #801-109004 EL SEGUNDO, CA 310-806-9770
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.2B
Employees
13
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.2B | $0 | 13 | 0 |
| Jul 2025 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2025 | $1.2B | $1.2B | $0 | 13 | 0 |
| Oct 2024 | $1.1B | $1.1B | $0 | 14 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 14 | 0 |
| Jan 2024 | $1.4B | $1.4B | $0 | 17 | 0 |
| Mar 2023 | $1.4B | $1.4B | $0 | 17 | 0 |
| Nov 2022 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 20 | 0 |
| Apr 2021 | $1B | $1B | $0 | 20 | 0 |
| Mar 2021 | $1B | $1B | $0 | 20 | 0 |
| Jul 2020 | $978.2M | $978.2M | $0 | 22 | 0 |
| Mar 2020 | $978.2M | $978.2M | $0 | 22 | 0 |
| Apr 2019 | $851.6M | $851.6M | $0 | 21 | 0 |
| Mar 2019 | $892.8M | $892.8M | $0 | 21 | 0 |
| Aug 2018 | $996.3M | $996.3M | $0 | 20 | 0 |
| May 2018 | $996.3M | $996.3M | $0 | 20 | 0 |
| Mar 2018 | $818.7M | $818.7M | $0 | 20 | 0 |
| Jan 2017 | $715M | $715M | $0 | 24 | 1 |
DateDec 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateJul 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateApr 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees20
Clients0
DateJul 2020
Total AUM$978.2M
Discretionary$978.2M
Non-Disc.$0
Employees22
Clients0
DateMar 2020
Total AUM$978.2M
Discretionary$978.2M
Non-Disc.$0
Employees22
Clients0
DateApr 2019
Total AUM$851.6M
Discretionary$851.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$892.8M
Discretionary$892.8M
Non-Disc.$0
Employees21
Clients0
DateAug 2018
Total AUM$996.3M
Discretionary$996.3M
Non-Disc.$0
Employees20
Clients0
DateMay 2018
Total AUM$996.3M
Discretionary$996.3M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$818.7M
Discretionary$818.7M
Non-Disc.$0
Employees20
Clients0
DateJan 2017
Total AUM$715M
Discretionary$715M
Non-Disc.$0
Employees24
Clients1