PE  Caltius Capital Management

     Office Locations:

11766 Wilshire Blvd., Suite 850
Los Angeles, CA 90025
Phone: 310-996-9585
Fax: 310-996-9577



  • Middle Market



  • Business Services
  • Consumer Products & Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial



    Since 1999, Caltius Capital Management has been investing in junior capital for small and medium-sized companies throughout North America. The firm targets the areas of: Healthcare Services and Products, Food and Beverage, Consumer Services and Products, Business Services, and Light Manufacturing. The company invests through two different capital structures - Caltius Equity and Caltius Mezzanine. Caltius Equity makes control and substantial minority equity investments ranging from $10 to $30 million in management-led buyouts, late-stage growth financings, leveraged recapitalizations, corporate divestitures, and acquisitions. Caltius Mezzanine provides debt in amounts of $7 to $50 million to support a broad range of transaction types, including acquisitions, buyouts, shareholder dividends, refinancings, and organic growth. Caltius Mezzanine has invested over $1.2 billion in over 66 companies.



      Fund Name



    Get funds under management for this firm including Fund name, Dollar size of fund raise, and Vintage with a National Database subscription or Southern California Database subscription.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription or Southern California Database subscription.
    Alisa Frederick Managing Director
    Bob Morrish General Counsel & Executive VP
    Bruce Aiken Accounting & Investor Relations
    Don Jamieson Vice President
    Donna Ashton Executive Marketing Assistant


    Portfolio companies include:


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