Every investor,
Every time.

Please fill out our form with details to your inquiry, and we'll get back to you with your preferred method of contact. See below for an estimation of completion times.

  • Send Documents (within 1 business day)

  • Redemption Request (within 1 business day)

  • Rollover Request (within 1 business day)

  • Client Information Change (within 2 business days)

  • Client document request (within 1 week)

  • Questions – Accounting (within 1 week)

  • Questions – General (within 1 week)

Investor Portal FAQ

How do I access the Caliber Portal?

Please use this link to login, or click "Login" in the navigation menu at the top of our website. Once logged in, you will see your investment entities and individual your investments below them. To expand an investment entity to see the investments within, click the arrow on the left hand side of the investment entity name.

What should I do if I forget my credentials or cannot login?

Please use this link to recover your password.

Why has Caliber implemented an Investor Portal?

Caliber wanted to provide our investors with immediate access to investment-specific correspondence and have created a secure, one-stop location to access Fund specific information, Annual Reports, and any one-off requests.

Where do I find my Investment Summary Statement?

To view your portfolio of investments, go to the My Documents tab at the top of the navigation bar, in this tab, you will see the documents associated with your investments.

Am I able to download documents from the portal?

Yes, of course! To download your documents, go to the bottom of the page and select Download All Documents.

How will I know when new documents are added to the Investor Portal?

You will receive an email each time we update the Investor Portal.

What is the “as of” date on my Investment Summary Statement?

The first statement uploaded to the portal is as of June 30th, 2019. If you processed an investment redemption, made a new investment, or had any titling changes after June 30th, those updates will currently show in the portal and will reflect on the next scheduled statement.

How often can we expect to see a refreshed Investment Summary Statement?

Caliber is committed to uploading statements to our investors biannually. Currently, we expect to have reports prepared as of June 30th and December 31st. We will upload these statements to the investor portal within a month from the date listed above. Going forward, our Executive Leadership Team will reevaluate to see if providing a quarterly update is a feasible task.

There are several columns on this report, can you further clarify what each column represents?

Yes, of course! Please see the bottom of your statement for a line by line clarification of each column. If you have further questions, our sales team is happy to have a conversation.

What can we expect next from the investor portal?

We are excited to grow together as the Caliber family and add helpful information to our client portal. We expect to add distributions to the next iteration of the portal and look forward to your feedback on how we can continue to improve. We will be sure to send out communication when new features take shape and become available.

How quickly will changes made to the portal take effect?

Changes you make to the portal will reflect immediately on your end. On the back end we ask for a 30-day window to update the changes made by Caliber.

My investment details seem incorrect, what should I do?

Please use the ticketing system above and provide details on what information seems incorrect. The investor portal is still in testing, so we greatly appreciate any notification of issues.

Have a more general inquiry?

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