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.  

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Caltius 20th Anniversary

Caltius Capital Management Celebrates 20th Anniversary

December 19, 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 […]

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