CALAMOS ADVISORS LLC

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Calamos Advisors is based out of Naperville. Calamos Advisors is a hedge fund with 932 clients and discretionary assets under management (AUM) of $25,237,299,327 (Form ADV from 2020-06-29). Their last reported 13F filing for Q2 2020 included $14,146,833,000 in managed 13F securities and a top 10 holdings concentration of 21.97%. Calamos Advisors's largest holding is Tesla Inc with shares held of 184,413,000. Whalewisdom has at least 70 13F filings, and 1 13G filings

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06/30/2020

13F Activity

  • Market Value $14.147 Billion
  • Prior Market Value $12.744 Billion
  • New Purchases129 stocks
  • Additional Purchases99 stocks
  • Sold out of113 stocks
  • Reduced holdings in355 stocks
  • Top 10 Holdings % 21.97 %
  • Turnover % [1]:35.28%
  • Turnover Alt % [2]: 20.28 %
  • Time Held Top20:10.65 quarters
  • Time Held Top10:13.60 quarters
  • Time Held All:15.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 29.18%
Performance Last 4 Quarters: 4.99%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Calamos Wealth Management LLC
First State Trust Co.
Russell Investments Group, Ltd.
UBS Asset Management Americas Inc.

View Last Form Adv Compilation Report on Record

CALAMOS ADVISORS LLC
Classified as Hedge Fund
2020 CALAMOS COURT
NAPERVILLE IL    60563-2787
Country: United States

Business Phone: 630-245-7200
Fax: 630-245-6835
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 228
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 147,180,000
Total Number of Clients: 932
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CALAMOS ADVISORS LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
CALAMOS SR., JOHN, PETER FOUNDER, CHAIRMAN AND GLOBAL CIO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS INVESTMENTS LLC SOLE MEMBER/MANAGER 10/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2015-09-01
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01
JACKSON, JERALD, CHRISTOPHER SVP, GENERAL COUNSEL & SECRETARY 04/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS WEALTH MANAGEMENT LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL direct 2010-04-01
CALAMOS PARTNERS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
HANSBERGER GLOBAL INVESTORS, INC. SR. VP/GENERAL COUNSEL/DIRECTOR/ASST. SECRETARY OF REGISTRANT; SR. VP;GENERAL COUNSEL/ASST. SECRETARY OF PARENT direct 1996-09-01 2004-02-19
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-EXEC.COMMITTEE direct 1996-09-01 2004-07-13
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-MGMT.COMMITTEE direct 1996-09-01 2006-03-14
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01 2015-12-08
SINKER, JACQUELINE, ELIZABETH VP, CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
PHINEUS PARTNERS, L.P. VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
CALAMOS WEALTH MANAGEMENT LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
BEHAN, ROBERT, FRANCIS PRESIDENT, HEAD OF GLOBAL DISTRIBUTION 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC PRESIDENT, HEAD OF GLOBAL DISTRIBUTION direct 2015-09-01
CITIZENS ADVISERS,INC. VICE PRESIDENT OF SALES direct 2003-06-01
KOUDOUNIS, JOHN, SPIRO CHIEF EXECUTIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
Herman, Thomas, Edward CHIEF FINANCIAL OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
HARRIS ASSOCIATES LP CHIEF FINANCIAL OFFICER AND TREASURER direct 2010-09-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, FINANCE & TREASURER direct 2005-03-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER direct 2006-11-01
ARIEL CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2006-11-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
OLSEN, DEREK, MAURICE SVP, CHIEF OF IT & OPERATIONS 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF OF IT & OPERATIONS direct 2018-02-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF OF IT & OPERATIONS direct 2018-02-01
CALAMOS SR., JOHN, PETER TRUSTEE AND SHAREHOLDER JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 08/01/1985 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 SHAREHOLDER CALAMOS FAMILY PARTNERS, INC. 10/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS PARTNERS LLC MEMBER CALAMOS INVESTMENTS LLC 07/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MEMBER indirect 2016-07-01
CALAMOS ADVISORS LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS ASSET MANAGEMENT, INC. SOLE MANAGER/MEMBER CALAMOS INVESTMENTS LLC 10/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS PARTNERS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS FAMILY PARTNERS, INC. MEMBER CALAMOS PARTNERS LLC 09/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC MEMBER indirect 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2014-09-01
CALAMOS ADVISORS LLC MEMBER indirect 2014-09-01
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2001-12-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2004-10-01 2004-10-18
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2016-12-07
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2017-03-02
CALAMOS SR., JOHN, PETER MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
KOUDOUNIS, JOHN, SPIRO MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
TAKAHASHI, WILLIAM, J MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MANAGER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MANAGER indirect 2016-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CALAMOS GLOBAL OPPORTUNITIES FUND LP United States 805-1747818958 Other Private Fund LIMITED PARTNERSHIP 144,589,933 5,000,000
CALAMOS ARES QUANT FUND I, LP United States 805-1625508819 Other Private Fund LIMITED PARTNERSHIP 2,589,887 5,000,000

CALAMOS ADVISORS LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CALAMOS ARES QUANT FUND I, LP United States 805-1625508819 Other Private Fund LIMITED PARTNERSHIP 2,589,887 5,000,000
CALAMOS GLOBAL OPPORTUNITIES FUND LP United States 805-1747818958 Other Private Fund LIMITED PARTNERSHIP 144,589,933 5,000,000

CALAMOS ADVISORS LLC

ownership team - last updated 2019-06-28
Name Title Start Date Direct/Indirect % Ownership
CALAMOS SR., JOHN, PETER FOUNDER, CHAIRMAN AND GLOBAL CIO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS INVESTMENTS LLC SOLE MEMBER/MANAGER 10/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2015-09-01
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01
JACKSON, JERALD, CHRISTOPHER SVP, GENERAL COUNSEL & SECRETARY 04/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS WEALTH MANAGEMENT LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL direct 2010-04-01
CALAMOS PARTNERS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
HANSBERGER GLOBAL INVESTORS, INC. SR. VP/GENERAL COUNSEL/DIRECTOR/ASST. SECRETARY OF REGISTRANT; SR. VP;GENERAL COUNSEL/ASST. SECRETARY OF PARENT direct 1996-09-01 2004-02-19
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-EXEC.COMMITTEE direct 1996-09-01 2004-07-13
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-MGMT.COMMITTEE direct 1996-09-01 2006-03-14
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01 2015-12-08
SINKER, JACQUELINE, ELIZABETH VP, CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
PHINEUS PARTNERS, L.P. VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
CALAMOS WEALTH MANAGEMENT LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
CALAMOS, LAURA SVP, CHIEF ADMINISTRATIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF ADMINISTRATIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF ADMINISTRATIVE OFFICER direct 2016-03-01
BEHAN, ROBERT, FRANCIS PRESIDENT, HEAD OF GLOBAL DISTRIBUTION 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC PRESIDENT, HEAD OF GLOBAL DISTRIBUTION direct 2015-09-01
CITIZENS ADVISERS,INC. VICE PRESIDENT OF SALES direct 2003-06-01
KOUDOUNIS, JOHN, SPIRO CHIEF EXECUTIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
Herman, Thomas, Edward CHIEF FINANCIAL OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
HARRIS ASSOCIATES LP CHIEF FINANCIAL OFFICER AND TREASURER direct 2010-09-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, FINANCE & TREASURER direct 2005-03-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER direct 2006-11-01
ARIEL CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2006-11-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
OLSEN, DEREK, MAURICE SVP, CHIEF OF IT & OPERATIONS 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF OF IT & OPERATIONS direct 2018-02-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF OF IT & OPERATIONS direct 2018-02-01
CALAMOS SR., JOHN, PETER TRUSTEE AND SHAREHOLDER JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 08/01/1985 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 SHAREHOLDER CALAMOS FAMILY PARTNERS, INC. 10/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS PARTNERS LLC MEMBER CALAMOS INVESTMENTS LLC 07/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MEMBER indirect 2016-07-01
CALAMOS ADVISORS LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS ASSET MANAGEMENT, INC. SOLE MANAGER/MEMBER CALAMOS INVESTMENTS LLC 10/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS PARTNERS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS FAMILY PARTNERS, INC. MEMBER CALAMOS PARTNERS LLC 09/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC MEMBER indirect 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2014-09-01
CALAMOS ADVISORS LLC MEMBER indirect 2014-09-01
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2001-12-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2004-10-01 2004-10-18
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2016-12-07
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2017-03-02
CALAMOS SR., JOHN, PETER MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
KOUDOUNIS, JOHN, SPIRO MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
TAKAHASHI, WILLIAM, J MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MANAGER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MANAGER indirect 2016-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CALAMOS ARES QUANT FUND I, LP United States 805-1625508819 Other Private Fund LIMITED PARTNERSHIP 2,121,226 5,000,000
CALAMOS GLOBAL OPPORTUNITIES FUND LP United States 805-1747818958 Other Private Fund LIMITED PARTNERSHIP 121,641,386 5,000,000

CALAMOS ADVISORS LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
CALAMOS SR., JOHN, PETER FOUNDER, CHAIRMAN AND GLOBAL CIO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS INVESTMENTS LLC SOLE MEMBER/MANAGER 10/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2015-09-01
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01
JACKSON, JERALD, CHRISTOPHER SVP, GENERAL COUNSEL & SECRETARY 04/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS WEALTH MANAGEMENT LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL direct 2010-04-01
CALAMOS PARTNERS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
HANSBERGER GLOBAL INVESTORS, INC. SR. VP/GENERAL COUNSEL/DIRECTOR/ASST. SECRETARY OF REGISTRANT; SR. VP;GENERAL COUNSEL/ASST. SECRETARY OF PARENT direct 1996-09-01 2004-02-19
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-EXEC.COMMITTEE direct 1996-09-01 2004-07-13
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-MGMT.COMMITTEE direct 1996-09-01 2006-03-14
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01 2015-12-08
SINKER, JACQUELINE, ELIZABETH VP, CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
PHINEUS PARTNERS, L.P. VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
CALAMOS WEALTH MANAGEMENT LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
CALAMOS, LAURA SVP, CHIEF ADMINISTRATIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF ADMINISTRATIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF ADMINISTRATIVE OFFICER direct 2016-03-01
BUTLER, DAVID, HENRY EVP, HEAD OF GLOBAL TRADING AND INVESTMENT RISK MANAGEMENT 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC EVP, HEAD OF GLOBAL TRADING AND RISK MANAGEMENT direct 2015-09-01
BEHAN, ROBERT, FRANCIS PRESIDENT, HEAD OF GLOBAL DISTRIBUTION 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC PRESIDENT, HEAD OF GLOBAL DISTRIBUTION direct 2015-09-01
CITIZENS ADVISERS,INC. VICE PRESIDENT OF SALES direct 2003-06-01
KOUDOUNIS, JOHN, SPIRO CHIEF EXECUTIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
Herman, Thomas, Edward CHIEF FINANCIAL OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
HARRIS ASSOCIATES LP CHIEF FINANCIAL OFFICER AND TREASURER direct 2010-09-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, FINANCE & TREASURER direct 2005-03-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER direct 2006-11-01
ARIEL CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2006-11-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
OLSEN, DEREK, MAURICE SVP, CHIEF OF IT & OPERATIONS 02/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF OF IT & OPERATIONS direct 2018-02-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF OF IT & OPERATIONS direct 2018-02-01
CALAMOS SR., JOHN, PETER TRUSTEE AND SHAREHOLDER JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 08/01/1985 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 SHAREHOLDER CALAMOS FAMILY PARTNERS, INC. 10/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS PARTNERS LLC MEMBER CALAMOS INVESTMENTS LLC 07/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MEMBER indirect 2016-07-01
CALAMOS ADVISORS LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS ASSET MANAGEMENT, INC. SOLE MANAGER/MEMBER CALAMOS INVESTMENTS LLC 10/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS PARTNERS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS FAMILY PARTNERS, INC. MEMBER CALAMOS PARTNERS LLC 09/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC MEMBER indirect 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2014-09-01
CALAMOS ADVISORS LLC MEMBER indirect 2014-09-01
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2001-12-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2004-10-01 2004-10-18
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2016-12-07
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2017-03-02
CALAMOS SR., JOHN, PETER MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
KOUDOUNIS, JOHN, SPIRO MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
TAKAHASHI, WILLIAM, J MANAGER CALAMOS PARTNERS LLC 07/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MANAGER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MANAGER indirect 2016-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CALAMOS ARES QUANT FUND I, LP United States 805-1625508819 Other Private Fund LIMITED PARTNERSHIP 2,121,226 5,000,000
CALAMOS GLOBAL OPPORTUNITIES FUND LP United States 805-1747818958 Other Private Fund LIMITED PARTNERSHIP 121,641,386 5,000,000

CALAMOS ADVISORS LLC

ownership team - last updated 2018-04-20
Name Title Start Date Direct/Indirect % Ownership
CALAMOS SR., JOHN, PETER CHAIRMAN AND GLOBAL CIO 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS INVESTMENTS LLC SOLE MEMBER/MANAGER 10/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2015-09-01
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01
CALAMOS JR., JOHN, PETER SVP, CO-PORTFOLIO MANAGER 10/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC EVP direct 2004-10-01
CALAMOS ADVISORS LLC SVP, CO-PORTFOLIO MANAGER direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC EXEC. V.P. AND DIRECTOR direct 2002-03-01 2004-04-06
CALAMOS ADVISORS LLC EVP direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC EVP direct 2004-10-01 2012-10-04
CALAMOS ADVISORS LLC SVP direct 2004-10-01 2015-12-08
JACKSON, JERALD, CHRISTOPHER SVP, GENERAL COUNSEL 04/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS WEALTH MANAGEMENT LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL direct 2010-04-01
CALAMOS PARTNERS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01
HANSBERGER GLOBAL INVESTORS, INC. SR. VP/GENERAL COUNSEL/DIRECTOR/ASST. SECRETARY OF REGISTRANT; SR. VP;GENERAL COUNSEL/ASST. SECRETARY OF PARENT direct 1996-09-01 2004-02-19
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-EXEC.COMMITTEE direct 1996-09-01 2004-07-13
HANSBERGER GLOBAL INVESTORS, INC. SR.VP/GENERAL COUNSEL/DIRECTOR/ASST.SECRETARY OF REGISTRANT;SR.VP;GENERAL COUNSEL/ASST.SECRETARY OF PARENT/MEMBER-MGMT.COMMITTEE direct 1996-09-01 2006-03-14
CALAMOS ADVISORS LLC SVP, GENERAL COUNSEL AND SECRETARY direct 2010-04-01 2015-12-08
SINKER, JACQUELINE, ELIZABETH VP, CHIEF COMPLIANCE OFFICER 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
PHINEUS PARTNERS, L.P. VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
CALAMOS WEALTH MANAGEMENT LLC VP, CHIEF COMPLIANCE OFFICER direct 2015-11-01
NASIR, LAURA, CALAMOS SVP, CHIEF ADMINISTRATIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF ADMINISTRATIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF ADMINISTRATIVE OFFICER direct 2016-03-01
BUTLER, DAVID, HENRY EVP, HEAD OF GLOBAL TRADING AND RISK MANAGEMENT 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC EVP, HEAD OF GLOBAL TRADING AND RISK MANAGEMENT direct 2015-09-01
BEHAN, ROBERT, FRANCIS PRESIDENT, HEAD OF GLOBAL DISTRIBUTION 09/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC PRESIDENT, HEAD OF GLOBAL DISTRIBUTION direct 2015-09-01
CITIZENS ADVISERS,INC. VICE PRESIDENT OF SALES direct 2003-06-01
KOUDOUNIS, JOHN, SPIRO CHIEF EXECUTIVE OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC CHIEF EXECUTIVE OFFICER direct 2016-03-01
CALAMOS WEALTH MANAGEMENT LLC CHIEF EXECUTIVE OFFICER direct 2016-04-01
Herman, Thomas, Edward CHIEF FINANCIAL OFFICER 06/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
HARRIS ASSOCIATES LP CHIEF FINANCIAL OFFICER AND TREASURER direct 2010-09-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, FINANCE & TREASURER direct 2005-03-01
ARIEL CAPITAL MANAGEMENT, LLC SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND TREASURER direct 2006-11-01
ARIEL CAPITAL MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2006-11-01
CALAMOS WEALTH MANAGEMENT LLC SVP, CHIEF FINANCIAL OFFICER direct 2016-06-01
CALAMOS SR., JOHN, PETER TRUSTEE AND SHAREHOLDER JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 08/01/1985 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
JOHN P. CALAMOS, TRUSTEE, UNDER THE JOHN P. CALAMOS 1985 TRUST DATED AUGUST 21, 1985 SHAREHOLDER CALAMOS FAMILY PARTNERS, INC. 10/01/2004 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC TRUSTEE indirect 1985-08-01
CALAMOS ADVISORS LLC TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC TRUSTEE indirect 1985-08-01
PHINEUS PARTNERS, L.P. TRUSTEE indirect 1985-08-01
CALAMOS WEALTH MANAGEMENT LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC CHAIRMAN AND GLOBAL CO-CIO direct 2004-10-01
CALAMOS ADVISORS LLC SHAREHOLDER indirect 2004-10-01
CALAMOS PARTNERS LLC CEO/CO-CIO direct 2004-10-01
CALAMOS ASSET MANAGEMENT INC PRES., CEO, AND DIRECTOR direct 1987-04-01 2001-10-10
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 1987-04-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC CHAIRMAN,CEO/CIO, AND DIRECTOR direct 2004-10-01 2004-10-18
CALAMOS PARTNERS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS ADVISORS LLC CEO/CIO direct 2004-10-01 2006-08-25
CALAMOS WEALTH MANAGEMENT LLC CEO/CO-CIO direct 2004-10-01 2012-03-30
CALAMOS ADVISORS LLC CEO/CO-CIO direct 2004-10-01 2012-08-03
CALAMOS WEALTH MANAGEMENT LLC CEO/GLOBAL CO-CIO direct 2004-10-01 2015-12-03
CALAMOS ADVISORS LLC CHAIRMAN, CEO AND GLOBAL CO-CIO direct 2004-10-01 2015-12-08
CALAMOS PARTNERS LLC MEMBER CALAMOS INVESTMENTS LLC 07/01/2016 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC MEMBER indirect 2016-07-01
CALAMOS ADVISORS LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2016-07-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER CLASS B SHARES indirect 2016-08-01
CALAMOS ASSET MANAGEMENT, INC. SOLE MANAGER/MEMBER CALAMOS INVESTMENTS LLC 10/01/2004 Indirect Other
Fund Name Position direct/indirect start date end date
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS ADVISORS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS PARTNERS LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC SOLE MANAGER/MEMBER indirect 2004-10-01
CALAMOS FAMILY PARTNERS, INC. MEMBER CALAMOS PARTNERS LLC 09/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
CALAMOS PARTNERS LLC MEMBER indirect 2004-10-01
PHINEUS PARTNERS, L.P. MEMBER indirect 2004-10-01
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2014-09-01
CALAMOS ADVISORS LLC MEMBER indirect 2014-09-01
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2001-12-01 2004-04-06
CALAMOS ASSET MANAGEMENT INC SOLE SHAREHOLDER direct 2004-10-01 2004-10-18
CALAMOS ADVISORS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS PARTNERS LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS WEALTH MANAGEMENT LLC SOLE MEMBER/MANAGER direct 2004-10-01 2008-03-10
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2011-09-22
CALAMOS ADVISORS LLC MEMBER indirect 2004-10-01 2016-12-07
CALAMOS WEALTH MANAGEMENT LLC MEMBER indirect 2004-10-01 2017-03-02

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CALAMOS ARES QUANT FUND I, LP United States 805-1625508819 Other Private Fund LIMITED PARTNERSHIP 2,407,545 5,000,000
FAB-8002-A Cayman Islands 805-1585515673 Hedge Fund 6,145,100 1,000,000
CALAMOS GLOBAL OPPORTUNITIES FUND LP United States 805-1747818958 Other Private Fund LIMITED PARTNERSHIP 131,239,503 5,000,000

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