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Phineus Partners, L.P. (San Francisco)


Phineus Partners, L.P. is an investment adviser to an investment company based in San Francisco. It manages $9.76 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Illinois, and New York.

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Phineus Partners provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phineus Partners: assets under management

The assets under management (AUM) of Phineus Partners, L.P. is $9.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.88 million each.
Phineus Partners has custody of $4.47 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Phineus Partners, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Peter Calamos Sr. Trustee 1 Aug 1985 75% - 100% 38210
Trustee Under The John P. Calamos 1985 Trust Dated August 21 1985 John P. Calamos Shareholder 1 Oct 2004 50% - 75% 00-0000000
Calamos Family Partners Member 1 Oct 2004 75% - 100% 33-0994075
Calamos Investments Llc Member 1 Sep 2015 75% - 100% 20-1768357

Based in San Francisco

The principal office where Phineus Partners, L.P. performs its advisory services is located at 251 Post Street, San Francisco, CA 94108, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-990-1586 or by fax 415-392-0540. The normal business hours are 6:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at phineus.net.


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