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Chief Compliance Officer and Chief Financial Officer · Calera Capital Advisors, LP

Daniel B. Dumais

CRD 6306452 · Named on Form ADV at one SEC-registered adviser

At a glance

Calera Capital Advisors, LP, an SEC-registered private fund adviser based in SAN Francisco, CA with $3.1 billion in regulatory assets, lists Daniel B. Dumais on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.

Firms and roles

  • Calera Capital Advisors, LPChief Compliance Officer and Chief Financial OfficerPrivate fund adviser · SAN Francisco, CA · $3.1B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.