Morgan, Shuart & Upchurch Named Most Influential PE Investors by LABJ
June 10, 2019
Michael Morgan, managing director of Caltius Equity Partners; Rick Shuart, managing director of Caltius Structured Capital; and, Jim Upchurch, President and CEO of Caltius Capital Management were named among the Most Influential Private Equity Investors of 2019 by the Los Angeles Business Journal. Morgan co-founded Caltius Capital Management’s private equity fund with Jim Upchurch and […]
Rick Shuart Inspires Fellow Alumni to Support UCLA Anderson School of Management
June 10, 2019
Rick Shuart, managing director of Caltius Structure Capital, was profiled on the UCLA Anderson School of Management website for his commitment to his alma mater. Shuart earned his MBA from Anderson in 2004 and has participated in every reunion since graduation. He recently served on the reunion giving committee for the 15th reunion. The reunion […]
Caltius Capital Management is 21!
June 21, 2018
We opened our doors on June 23, 1997 with our first fund, filling a capital gap by providing junior debt and minority equity to lower middle market companies. In celebration of our 21st birthday, we raise our glasses in a toast to the thousands of people in our community who have contributed to our success. […]
Caltius Capital Management Sponsors Women Inspiring Leadership Development Summit
April 20, 2018
WILD brings together national & local thought leaders in Colorado on Thursday April 26th Caltius Capital Management, is proud to sponsor this year’s Women Inspiring Leadership Development (WILD) Summit, taking place Thursday April 26th in Westminster, CO. WILD is full-day event designed to empower, inform, and inspire women to forge ahead in the workforce. It’s […]
Caltius Capital Management Celebrates 20th Anniversary
December 20, 2017
Caltius Capital Management has completed a rebranding and launched a new website in celebration of its 20th anniversary. The forward-thinking website characterizes the employee-owned firm’s collaborative culture and two decades of investing success. Members of its current senior management team founded Caltius in 1997 to fill a capital gap by providing junior capital and equity […]
Caltius Named a “Best Place to Work in Money Management” by Pensions & Investments
December 14, 2016
“We founded Caltius nearly 20 years ago with a vision to build a collaborative, entrepreneurial team and partner with our portfolio company owners, our investors and our professional community,” said Jim Upchurch, president and CEO of Caltius. “Being named as a Best Place to Work in Money Management is recognition that we have remained true […]
Caltius Mezzanine Closes $347 Million Fund V
October 29, 2016
Caltius Mezzanine is pleased to announce the final closing of its fifth mezzanine fund complex, consisting of Caltius Partners V, LP (“Fund V”), Caltius Partners V (SBIC), LP (“Fund V SBIC”) and affiliates (“the “Funds”). Fund V SBIC is a Small Business Investment Company licensed by the U.S. Small Business Administration (the “SBA”) and together […]