Manager · Calamos Advisors LLC
William J. Takahashi
CRD 5077768 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Calamos Advisors LLC, an SEC-registered asset manager based in Naperville, IL with $43.9 billion in regulatory assets, lists William J. Takahashi on its Form ADV as Manager, a control person. The SEC filings also name William at 3 other registered advisers.
Firms and roles
- Calamos Advisors LLCManagerAsset manager · Naperville, IL · $44B in regulatory assets
- Calamos Wealth Management LLCManagerWealth manager · Naperville, IL · $5.5B in regulatory assets
- CgamManagerAsset manager · Naperville, IL · $27M in regulatory assets
- Calamos Private Equity LLCManagerAsset manager · Naperville, IL · $0M in regulatory assets
AtlasMembers
William’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 each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (13)
- John P. Calamos Sr.Founder, Chairman and Global CIO, Calamos Advisors LLC
- John S. KoudounisPresident and Chief Executive Officer, Calamos Advisors LLC
- Thomas E. HermanEVP, Chief Financial Officer, Calamos Advisors LLC
- Daniel L. DufresneEVP, Chief Operating Officer, Calamos Advisors LLC
- Erik D. OjalaSVP General Counsel & Secretary, Calamos Advisors LLC
8 more people named with William on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.