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CALMWATER CAPITAL

SEC Registered

Fast Flexible Financing

EL SEGUNDO, CAhttps://calmwatercapital.com310-806-9770
Assets Under Management
$500M–$1B
Year Founded
2010
Employees
8
Office Locations
3 offices
Total Accounts
7

About the firm

Calmwater Capital provides fast, flexible financing for value-add and opportunistic commercial real estate investments. With an established institutional platform, the firm has a reputation for consistently executing highly structured transactions where speed, flexibility and certainty of closing are critical. Based in the Los Angeles area with a nationwide presence, Calmwater deploys fully discretionary balance sheet capital.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Commercial Real EstateDirect LendingValue-add FinancingOpportunistic InvestingBridge LendingMultifamilyRetailMedical OfficeHospitalityBalance Sheet Lending

Services

Commercial real estate direct lending, providing fast and flexible financing for value-add and opportunistic investments across nearly all top 50 MSAs with the capability to lend in all 50 states, deploying fully discretionary balance sheet capital for complex or special situations

Private funds / alternatives
Real Estate

Who they serve

Sophisticated real estate investors and sponsors seeking financing for value-add and opportunistic commercial real estate investments

Client segmentClientsAssets managed
Pension/Profit Sharing Plans7$793M

0 total clients reported on Form ADV.

Leadership

Dean Kao Chang
PRINCIPAL/GENERAL COUNSEL
Llc Cam Holdings
MEMBER
David Andrew Cohen
CHAIRMAN
Larry William Grantham
MANAGING PRINCIPAL
The Cht Trust
MEMBER
David Andrew Cohen
TRUSTEE
Myles Reid Blechner
CHIEF COMPLIANCE OFFICER

Office locations

3 offices in 3 states
CA
EL SEGUNDOHQ
NJ
MIDDLETOWN
NY
NEW YORK

Regulatory & compliance

CRD number
#282617
SEC Number
801-109004
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CALMWATER CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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