{
  "crd_number": 105758,
  "slug": "calamos-advisors-llc-naperville-il-105758",
  "primary_business_name": "CALAMOS ADVISORS LLC",
  "legal_name": "CALAMOS ADVISORS LLC",
  "dbas": [],
  "city": "Naperville",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-05-29",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 43888328733.0,
  "raum_discretionary": 43888328733.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 300,
  "advisory_employees": 114,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 75868698.0,
      "count": 24
    },
    "individuals": {
      "raum": 369549705.0,
      "count": 364
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 49456713.0,
      "count": 4
    },
    "insurance_companies": {
      "raum": 882853702.0,
      "count": 8
    },
    "investment_companies": {
      "raum": 39998204898.0,
      "count": 74
    },
    "pension_profit_sharing": {
      "raum": 426754688.0,
      "count": 41
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1530765177.0,
      "count": 1372
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 554875152.0,
      "count": 70
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://calamos.com",
    "https://facebook.com/CALAMOS",
    "https://instagram.com/BUY_NOW_CALAMOS",
    "https://instagram.com/CALAMOS_INVESTMENTS",
    "https://linkedin.com/COMPANY/CALAMOS-INVESTMENTS",
    "https://soundcloud.com/CALAMOSINVESTMENTS",
    "https://x.com/CALAMOS",
    "https://youtube.com/@CALAMOS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105758",
  "city_as_filed": "NAPERVILLE",
  "url": "https://advisorcensus.com/firm/calamos-advisors-llc-naperville-il-105758",
  "display_name": "Calamos Advisors LLC",
  "summary": "Calamos Advisors LLC is an SEC-registered investment advisory firm in Naperville, IL, registered since 1987, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Calamos Advisors LLC (CRD 105758): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Calamos Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Calamos Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Calamos Advisors LLC located?",
      "a": "Calamos Advisors LLC's principal office is in Naperville, IL, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Calamos Advisors LLC registered with the SEC or a state?",
      "a": "Calamos Advisors LLC is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105758."
    },
    {
      "q": "How much does Calamos Advisors LLC manage?",
      "a": "Calamos Advisors LLC reports $43,888,328,733 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Calamos Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Calamos Advisors LLC: Regulatory assets under management: $31,143,220,906 in the October 2021 data and $43,888,328,733 in the October 2026 data, up 41%. Total employees: 219 in October 2021 and 300 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Calamos Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,372); individuals (other than high net worth individuals) (364); investment companies (74)."
    },
    {
      "q": "Which custodians does Calamos Advisors LLC use?",
      "a": "Calamos Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC and U.S. Bank National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Calamos Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105758"
    },
    {
      "q": "What changed in Calamos Advisors LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 31143220906.0,
      "total_employees": 219,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 41993109481.0,
      "total_employees": 228,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 33763270463.0,
      "total_employees": 229,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 33716889937.0,
      "total_employees": 243,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 38184222669.0,
      "total_employees": 257,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 43888328733.0,
      "total_employees": 300,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 106 to 114.",
        "Regulatory assets under management went from $38,184,222,669 to $43,888,328,733 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "U.S. Bank National Association",
      "name_as_filed": "U.S. BANK NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/calamos-advisors-llc-naperville-il-105758.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 364,
      "fewer_than_5": false,
      "raum": 369549705.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1372,
      "fewer_than_5": false,
      "raum": 1530765177.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 74,
      "fewer_than_5": false,
      "raum": 39998204898.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 41,
      "fewer_than_5": false,
      "raum": 426754688.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 24,
      "fewer_than_5": false,
      "raum": 75868698.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 49456713.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 8,
      "fewer_than_5": false,
      "raum": 882853702.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 70,
      "fewer_than_5": false,
      "raum": 554875152.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105758",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}