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CaliberCos Inc
CWDAdd to Watchlist
0.728USD
+0.209+40.27%
Close 09-22 16:00（ET）
6.44MMarket Cap
LossP/E TTM
About CaliberCos Inc Company
CaliberCos Inc. is a diversified alternative asset management firm. The Company is engaged in building wealth for its clients by creating, managing, and servicing middle-market investment funds, private syndications, and direct investments. Through its funds, the Company invests primarily in real estate, private equity, and debt facilities. The Company markets and fundraises to direct channels and to wholesale channels. Its asset management activities are complemented with transaction and advisory services, including development and construction management, acquisition and disposition expertise, and fund formation. The Company provides various support services to the investments it manages, including asset management services, fund set-up services, lending support, construction and development management, and real estate brokerage.
CaliberCos Inc Profile
Ticker SymbolCWD
Company nameCaliberCos Inc
IPO dateMay 17, 2023
CEOLoeffler (John C)
Number of employees81
Security typeOrdinary Share
Fiscal year-endMay 17
Address8901 E. Mountain View Rd.
CitySCOTTSDALE
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code85258
Phone14802957600
Websitehttps://www.caliberco.com
Ticker SymbolCWD
IPO dateMay 17, 2023
CEOLoeffler (John C)
Company Executives of CaliberCos Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
34.07K
+6.44%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
22.06K
+5.93%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
22.06K
+5.93%
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
12.73K
+15.78%
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
12.73K
+15.78%
Mr. Michael Rosales
Mr. Michael Rosales
Acting Chief Financial Officer
Acting Chief Financial Officer
3.53K
--
Mr. Michael Rosales
Mr. Michael Rosales
Acting Chief Financial Officer
Acting Chief Financial Officer
3.53K
--
Mr. William J. (Bill) Gerber
Mr. William J. (Bill) Gerber
Independent Director
Independent Director
651.00
--
Mr. William J. (Bill) Gerber
Mr. William J. (Bill) Gerber
Independent Director
Independent Director
651.00
--
Mr. Michael Trzupek
Mr. Michael Trzupek
Independent Director
Independent Director
554.00
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
34.07K
+6.44%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
22.06K
+5.93%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
22.06K
+5.93%
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
12.73K
+15.78%
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
12.73K
+15.78%
Mr. Michael Rosales
Mr. Michael Rosales
Acting Chief Financial Officer
Acting Chief Financial Officer
3.53K
--
FAQs
Who are the top five shareholders of CaliberCos Inc?
The top five shareholders of CaliberCos Inc are: Mr. Jade Leung
How many institutions hold shares of CaliberCos Inc (CWD)?
As of 2026Q1, 38 institutions hold shares of CaliberCos Inc, with a combined market value of approximately 153.76K, accounting for 2.30% of the total shares. Compared to 2025Q4, institutional shareholding has increased by 62132.00.