CALIBRATE PARTNERS

CALIBRATE MANAGEMENT LTD Legal Name

Adviser information for CALIBRATE PARTNERS last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Other (specify)
Fiscal Year End DECEMBER
Legal Location United Kingdom

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 802-123498
SEC ERA File Number 802-123498
SEC CIK Numbers None
SEC CRD Numbers 318719
Legal Entity Identifier 984500FAF3DCR9EABB66

Principal Office

4TH FLOOR, STRATTON HOUSE
5 STRATTON STREET
LONDON
United Kingdom
Monday - Friday, 09:00 - 17:00
Tel: +44(0)2039882020, Fax: None

Chief Compliance Officer

ADAM BAILEY
MR
4TH FLOOR, STRATTON HOUSE
5 STRATTON STREET
LONDON
United Kingdom
Tel: 02039882026
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CALIBRATE MASTER FUND LIMITED Hedge Fund $156.1M $0.3M 20

Control Persons

Name Type Entity Title Since Ownership
CALIBRATE PARTNERS LLP Foreign Entity PARENT COMPANY 04/2016 > 75%
White, John, James Individual CHIEF INVESTMENT OFFICER, DIRECTOR 08/2021 < 5%
Bailey, Adam, Christopher Individual CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 08/2021 < 5%
Ferrulli, Michela Individual HEAD OF DISTRIBUTION, DIRECTOR 08/2021 < 5%
White, John, James Individual CALIBRATE PARTNERS LLP PARTNER 04/2016 50-75%
Ferrulli, Michela Individual CALIBRATE PARTNERS LLP PARTNER 08/2021
Bailey, Adam, Christopher Individual CALIBRATE PARTNERS LLP SENIOR MANAGER 09/2021
ESTATE OF DAVID CHARLES Domestic Entity CALIBRATE PARTNERS LLP PARTNER 05/2023

No. Employees, Historic

00020222023202420250 on 2/18/20220 on 2/18/20220 on 2/25/20220 on 3/31/20230 on 4/3/20230 on 5/3/20230 on 3/19/2024