Caltius Equity Partners Overview

  • Investor Type
  • PE/​Buyout
  • Status
  • Active
  • Professionals
  • 8
Professionals
  • Investments
  • 43
  • Portfolio
  • 7
  • Exits
  • 25
Exits

Caltius Equity Partners General Information

Description

Founded in 1997, Caltius Equity Partners is the equity arm of Caltius Capital Management based in Los Angeles, California. The firm prefers to invest in the business and industrial services, information technology and managed services, and consumer services sectors.

Contact Information

Year Founded
1999
Investor Status
Actively Seeking New Investments
Primary Investor Type
PE/Buyout
Other Investor Types
Growth/Expansion
Primary Office
  • 11766 Wilshire Boulevard
  • Suite 850
  • Los Angeles, CA 90025
  • United States
+1 (310) 000-0000

Caltius Equity Partners Investments (43)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
0000 00000000 (000 15-Dec-2020 0000000000 Construction and Engineering Generating Revenue 000000 00000000
0000 0000000000 00 31-Jul-2019 0000000000 Other Commercial Services Generating Revenue 000000 00000000
000000 0000000 000 18-Apr-2018 0000000000 Enterprise Systems (Healthcare) Generating Revenue 0000000 000000000
0000000 00000000 01-Jun-2017 0000000000 Business/Productivity Software Generating Revenue 0000000 000
Anderson Medical Career College 01-Jan-2016 Buyout/LBO Educational and Training Services (B2C) Generating Revenue 0000000 000
You’re viewing 5 of 43 investments. Get the full list »
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Caltius Equity Partners Exits (25)

Company Name Exit Date Exit Type Exit Size
0000 0000000000 00 03-Dec-2021 0000000000
000000 0000000 000 03-Feb-2021 0000000000
0000 00 0000 30-Oct-2018 0000000000
000000 0000000000 14-Feb-2018 0000000000
Stratus (Ohio) 22-Dec-2017 Buyout/LBO 00000
You’re viewing 5 of 25 exits. Get the full list »

Caltius Equity Partners Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Caltius Equity Partners Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Caltius Equity Partners Team (26)

Name Title Deals Funds Boards Office
Jim Upchurch Co-Founder, President and Chief Executive Officer 0 0 0 Los Angeles, CA
Michael Morgan Co-Founder & Managing Director 0 0 0 Los Angeles, CA
Garrick Ahn Managing Director & Co-Founder 00 0 0 Los Angeles, CA
Jeffrey Holdsberg Managing Director 0 0 0 Los Angeles, CA
Justin Benshoof Managing Director 0 0 0 Los Angeles, CA
You’re viewing 5 of 26 team members. Get the full list »