Caloah Private Equity (“Caloah” or “CPE”) is in the business of managing proprietary equity capital through a variety of private and public market investment vehicles. This investment strategy serves our team to advance its joint purpose: to shape outcomes through our 3-Strand approach.

STRAND 01: Philanthropy

Partner with organizations to advance a cause that aligns with our values.

STRAND 02: People

Develop leaders embodying our values, advancing personal growth, and carrying forward our values.

STRAND 03: Economic

Influence how business is conducted in ways that reflect our values, through culture & business process.

Our firm was founded in 2015 as a division of The Regency Group and was tasked with diversifying the investment portfolio of its parent company. In 2019, Caloah was spun‑off and rebranded as a standalone entity, independently managing its proprietary capital base and investment process. With that rebranding ...