Caltius Equity Partners Overview

  • Investor Type
  • PE/​Buyout

  • Status
  • Active

  • Professionals
  • 8

Professionals

  • Investments
  • 53

  • Portfolio
  • 4

  • Exits
  • 27

Exits

Caltius Equity Partners General Information

Company Description

Founded in 1999, Caltius Equity Partners is the equity arm of Caltius Capital Management based in Los Angeles, California. The firm seeks to invest through buyouts, growth capital, recapitalizations, and corporate divestitures. The firm prefers to invest in the business and industrial services, information technology, and consumer services sectors.

Business Details

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

Caltius Equity Partners Investments (53)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
Eastwood Landscaping 07-Jun-2024 0000000000 Other Services (B2C Non-Financial) Generating Revenue 000000 00000000
Lydonia Technologies 15-Feb-2024 00 000000000 Business/Productivity Software Generating Revenue 000 00000000
Common Grounds Landscape Management 26-Jul-2023 0000000000 Other Commercial Services Generating Revenue 000000 00000000
APHIX 15-Nov-2022 00 000000000 Other Commercial Services Generating Revenue 000000 00000000
Staff Me Up 16-Jun-2022 Buyout/LBO Human Capital Services Generating Revenue 0000000 000
You’re viewing 5 of 53 investments. Get the full list »

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Caltius Equity Partners Exits (27)

Company Name Exit Date Exit Type Exit Size
World Class Technology 01-Jan-2023 000000000000000000
Casting Networks 01-Aug-2022 0000000000
ACIS Innovative Solutions 03-Dec-2021 0000000000
Health Payment Systems 03-Feb-2021 0000000000
Kiss My Face 30-Oct-2018 Buyout/LBO
You’re viewing 5 of 27 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 Management, Team & Partners (27)

Name Title Deals Funds Boards Office
Jim Upchurch Co-Founder, President and Chief Executive Officer 0 0 0 Los Angeles, CA
Garrick Ahn Co-Founder & Managing Director 00 0 0 Los Angeles, CA
Michael Morgan Co-Founder & Managing Director 0 0 0 Los Angeles, CA
Jeffrey Holdsberg Managing Director 0 0 0 Los Angeles, CA
Donna Ashton Marketing & Operations Manager Los Angeles, CA
You’re viewing 5 of 27 team members. Get the full list »

Caltius Equity Partners FAQs

  • What is Caltius Equity Partners?

    Founded in 1999, Caltius Equity Partners is the equity arm of Caltius Capital Management based in Los Angeles, California.

  • When was Caltius Equity Partners founded?

    Caltius Equity Partners was founded in 1999.

  • Who is the founder of Caltius Equity Partners?

    Jim Upchurch, Garrick Ahn, and Michael Morgan are the founders of Caltius Equity Partners.

  • Who is the CEO of Caltius Equity Partners?

    Jim Upchurch is the CEO of Caltius Equity Partners.

  • Where is Caltius Equity Partners headquartered?

    Caltius Equity Partners is headquartered in Los Angeles, CA.

  • What is Caltius Equity Partners's total asset value?

    Caltius Equity Partners has around 00000 in total assets under management.

  • How many investments has Caltius Equity Partners made?

    Caltius Equity Partners has made 53 investments.

  • What has Caltius Equity Partners invested in?

    Caltius Equity Partners has made numerous investments in companies like Eastwood Landscaping, Lydonia Technologies, and Common Grounds Landscape Management within the Services (B2C Non-Financial), Business/Productivity Software, and Commercial Services industries.

  • What has Caltius Equity Partners invested in recently?

    Caltius Equity Partners's latest investment was on 07-Jun-2024 in Eastwood Landscaping, a company within the Services (B2C Non-Financial) industry.

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