# Calvert Street Capital Partners, Inc.

> Calvert Street Capital Partners, Inc. is an SEC-registered investment advisory firm in Towson, MD, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 158096
- Filed as: CALVERT STREET CAPITAL PARTNERS, INC.
- Also doing business as: CALVERT STREET INVESTMENT PARTNERS, CRESCENTIA CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158096
- AdvisorCensus page: https://advisorcensus.com/firm/calvert-street-capital-partners-inc-towson-md-158096

## Quick answers

**How is Calvert Street Capital Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Calvert Street Capital Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Calvert Street Capital Partners, Inc. located?**
Calvert Street Capital Partners, Inc.'s principal office is in Towson, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Calvert Street Capital Partners, Inc. registered with the SEC or a state?**
Calvert Street Capital Partners, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158096.

**How much does Calvert Street Capital Partners, Inc. manage?**
Calvert Street Capital Partners, Inc. reports $663,100,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Calvert Street Capital Partners, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Calvert Street Capital Partners, Inc.: Regulatory assets under management: $319,700,000 in the October 2021 data and $663,100,000 in the October 2026 data, up 107%. Total employees: 15 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Calvert Street Capital Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (17).

**Does Calvert Street Capital Partners, Inc. report any disciplinary disclosures?**
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/158096

**What changed in Calvert Street Capital Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 17. Regulatory assets under management went from $421,000,000 to $663,100,000 (+58%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $663,100,000
- Discretionary: $663,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $663,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 22 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newton Centre, MA

### Websites listed on Form ADV (Item 1.I)
- [calvertstreetinvestmentpartners.com](https://calvertstreetinvestmentpartners.com)
- [crescentiacapital.com](https://crescentiacapital.com)
- [cscp.com](https://cscp.com)
- [parkwaycapital.com](https://parkwaycapital.com)
- LinkedIn @calvert-street-investment-partners
- LinkedIn @crescentia-capital
- LinkedIn @parkway-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $319,700,000 | 15 | August 2, 2021 |
| October 2022 | $299,800,000 | 17 | March 30, 2022 |
| October 2023 | $352,800,000 | 19 | July 31, 2023 |
| October 2024 | $389,200,000 | 20 | March 28, 2024 |
| October 2025 | $421,000,000 | 18 | March 28, 2025 |
| October 2026 | $663,100,000 | 22 | March 27, 2026 |

Regulatory assets under management: $319,700,000 in the October 2021 data and $663,100,000 in the October 2026 data, up 107%.
Total employees: 15 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 17.
- Regulatory assets under management went from $421,000,000 to $663,100,000 (+58%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calvert Street Capital Partners, Inc. (CRD 158096): Form ADV filing data as of October 2026.