Caltius Equity Closes Its Fifth Fund at $230M

July 8, 2026

Caltius Equity Partners has closed Fund V with more than $230 million in investable capital. The Firm is actively seeking new platform investments and add-on acquisitions across facility services, tech-enabled services, and outsourced business services. The closing follows two successful exits. APHIX was a commercial landscaping platform in the Southeast. Caltius grew it through operational […]

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Morgan & Upchurch Named Most Influential PE Investors by LABJ

June 10, 2019

Los Angeles, CA (June 10, 2019) – Michael Morgan, managing director of Caltius Equity Partners 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 Garrick Ahn in 1999. […]

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Jim Upchurch Archives - Caltius