Raymond BoothCFO · statements and capital calls only
Visibility
Calder Ridge's cap intro team sees which managers, events and content you engage with, so they can make better introductions. Managers see your activity only after you request an intro or invest.
Your activity, 30 days
27
content views · 2 intro requests · 1 event RSVP
Annual Investor Conference 2026
Oct 7–8 · The Breakers, Palm Beach · 31 managers · 240 investors. Replays of every session.
Keynote
▶
The Next Allocation CycleOpening keynote · Elena Park, Calder Ridge, with guests
42:18
You've watched 18:05 of 42:18
Sessions
6
Upcoming Events
Everything the Calder Ridge cap intro team is hosting. RSVP here; meetings with managers are booked for you.
Digital Assets Manager ShowcaseThree managers, 20 minutes each, live Q&A
Virtual · FCN Video
Meridian Harbor Liquid Digital + 2
open
going
DEC
3
Year-End Macro OutlookThornbury CIO on rates, FX and 2027 positioning
Virtual · FCN Video
Thornbury Macro Partners
open
JAN
27
Miami Cap Intro ForumJan 27–29 · three days of manager meetings
Miami · in person
18 managers confirmed
by invitation
FEB
10
Real Assets Site VisitGranite Arch logistics portfolio tour
Dallas · in person
Granite Arch Real Assets
8 of 12 left
Featured Managers
The managers Calder Ridge introduces to its clients. A short, curated list, so no search: ask Elena or FCN AI if you're looking for something specific.
MH
Meridian Harbor Capital
invested
Funds
Credit Opportunities · Liquid Digital
AUM
$412M
YTD
+11.8% (Credit)
Access
CRB Access feeder · $1M min
TM
Thornbury Macro Partners
invested
Funds
Global Macro Fund
AUM
$2.3B
YTD
+6.9%
Access
CRB Access feeder · $1M min
GA
Granite Arch Real Assets
invested
Funds
Real Assets Fund II (investing) · Fund III (2027)
AUM
$880M
Net IRR
13.4% (Fund I)
Access
Direct · $2.5M min
AE
Alderwood Equity
new
Funds
Equity Long/Short Fund
AUM
$640M
YTD
+9.2%
Access
Direct · $5M min
My Investments
Amount invested and P&L in each vehicle you hold through Calder Ridge. NAV as of Sept 30, 2026.
Invested
$20,700,000
3 vehicles
Current value
$23,235,000
Sept 30 NAV
Total P&L
+$2,535,000
+12.2% since inception
Unfunded
$1,800,000
Granite Arch II · call due Nov 2
Vehicle
Manager
Since
Invested
Current value
P&L
Return
Q3
CRB Access · Meridian Harbor Credit OpportunitiesFeeder · quarterly liquidity
Meridian Harbor
Mar 2024
$10,000,000
$11,840,000
+$1,840,000
+18.4%
+4.7%
CRB Access · Thornbury Global MacroFeeder · monthly liquidity
Thornbury
Jun 2025
$7,500,000
$7,985,000
+$485,000
+6.5%
-0.6%
Granite Arch Real Assets Fund II$5,000,000 commitment · 64% called
Granite Arch
Sep 2025
$3,200,000
$3,410,000
+$210,000
+6.6%
+2.1%
Total
$20,700,000
$23,235,000
+$2,535,000
+12.2%
Portfolio value · last 6 quarters
Allocation by vehicle
Meridian Harbor Credit
51%
Thornbury Macro
34%
Granite Arch II
15%
Your alternatives sit at 24% against a 30% target. Alderwood Equity (new) and Fund III from Granite Arch would close most of the gap.
Chats
Secure, archived messaging with the Calder Ridge team and the managers you've been introduced to.
Virtual Meetings
Manager meetings arranged by Calder Ridge, on FCN Video. Recordings and notes stay in your account.
Upcoming
TM
Thornbury · Q3 walkthroughTue Oct 27 · 11:00 AM · arranged by Elena
AE
Alderwood Equity · introThu Oct 29 · 2:00 PM · FCN AI prep brief ready
EP
Calder Ridge · annual reviewMon Nov 2 · 10:00 AM · with Elena Park
Recordings
MH
Meridian Harbor · Q2 reviewJul 21 · 34 min · AI notes
GA
Granite Arch · Fund II closeSep 4 · 41 min · AI notes
News Feed
Calder Ridge news, updates from your managers, and the market stories that matter to what you hold.
Calder Ridge · 2h
Calder Ridge expands capital introductions coverage to digital assets
New showcase series starts Nov 19 with three institutional-grade managers.
company news
Meridian Harbor · 1d
Q3 Investor Update: asset-backed lending carried the quarter
Credit Opportunities +4.7% in Q3; leverage unchanged; liquidity 72% of NAV.
you hold
Thornbury · 2d
"Rates volatility is the trade into 2027"
Thornbury's CIO on positioning after a flat Q3. Full slides from the conference in Documents.
you hold
Reuters · 2d
Private credit fundraising on pace for a record year as banks retreat
Insurers and pensions lead new commitments through Q3.
markets
Calder Ridge · 5d
Miami Cap Intro Forum: 18 managers confirmed for January
Three days of 1:1 meetings, Jan 27–29. Invitations go out Nov 15.
company newsevent
Bloomberg · 1w
Logistics real estate rents stabilise after two-year slide
Relevant to Granite Arch Fund II's core holdings.
markets
Why you see this
The feed blends Calder Ridge's own news with your managers' updates and market coverage tuned to what you hold and what you've been viewing.
Documents
Statements, capital calls, tax documents, and conference materials in one place.
Document
Vehicle
Type
Date
PDF
Q3 2026 Statementnew
CRB Access · Meridian Harbor Credit
Statement
Oct 20
PDF
Q3 2026 Statementnew
CRB Access · Thornbury Global Macro
Statement
Oct 20
PDF
Capital Call Notice #4$600,000 due Nov 2
Granite Arch Real Assets II
Capital call
Oct 16
PDF
Macro Outlook · conference slides38 pages
Thornbury
Conference
Oct 9
PDF
2025 Schedule K-1
CRB Access · Meridian Harbor Credit
Tax
Mar 14
Good morning, Elena
Friday, Oct 23 · Calder Ridge Capital Introductions146 investors4 managers · 5 vehicles
Who Looked at What · today
31⋮⋮
MT
Marco Tessaro · Tessaro FOWatched conference keynote · 38 of 42 min
GL
Grace Lin · Pine HollowDownloaded Meridian Harbor tear sheet
HO
Hannah Osei · LakeshoreViewed Thornbury profile
LO
Luis Ortega · Beacon CapitalRSVP'd Private Credit Roundtable
Conference replay
since Oct 9⋮⋮
212
session views by 91 named investors · avg 19 min watched
Keynote
74
Private credit panel
54
Macro outlook
39
Digital assets
25
Events & RSVPs
5 upcoming⋮⋮
NOV
12
Private Credit Roundtable18 of 24 seats · 4 waitlisted
NOV
19
Digital Assets Showcase41 registered
JAN
27
Miami Cap Intro Foruminvites Nov 15 · 63 requests so far
Columbia Basin → Meridian Harborprivate credit RFP · yesterday
Investors to call
FCN AI⋮⋮
MT
Tessaro Family Office24% alts vs 30% target · watching new managers
AR
Columbia Basin Health FdnWatched private credit panel twice · no RSVP
RH
Redstone HealthNo logins in 54 days
quiet
Manager interest · 30 days
⋮⋮
Meridian Harbor
118
Thornbury
81
Alderwood
62
Granite Arch
45
Named views, downloads and video watches per manager
Who Looked at What
Every investor action on every piece of content, by name, never anonymous: profiles, videos, documents, news, events.
Today
31
investor actions
This week
184
+22% vs last week
Active investors
58
of 146 this week
Downloads
37
tear sheets, slides, statements
FCN AI read the log:23 investors watched the private credit panel but haven't RSVP'd to the Nov 12 roundtable. Columbia Basin watched it twice and has a private credit RFP open. Tessaro spent 38 minutes on the keynote and viewed Alderwood three times.
When
Investor
Firm
Content
Action
Time spent
10:52
Marco Tessaro
Tessaro Family Office
Conference · Opening keynote
Watched
38:40 of 42:18
10:31
Grace Lin
Pine Hollow Foundation
Meridian Harbor · Credit tear sheet
Downloaded
—
10:05
Hannah Osei
Lakeshore Endowment
Thornbury Macro · profile
Viewed
6:12
09:48
Luis Ortega
Beacon Capital
Private Credit Roundtable · Nov 12
RSVP'd
—
09:20
Marco Tessaro
Tessaro Family Office
Alderwood Equity · profile
Viewed · 3rd time
4:30
08:57
Ana Ruiz
Columbia Basin Health Fdn
Conference · Private credit panel
Watched · 2nd time
26:30 of 26:30
Yesterday
Peter Lang
Lakeshore Endowment
Macro Outlook · slides
Downloaded
—
Yesterday
Nina Vasquez
Redwood MFO
Granite Arch Real Assets · profile
Viewed · 2nd time
3:05
Yesterday
Sam Doyle
Harrow Street FoF
News · Digital assets coverage
Read
1:40
Investor Directory
Every Calder Ridge client on the platform, what they hold through you, and how engaged they are.
Investor
Type
Invested via CRB
Interests
Last active
Engagement
Tessaro Family OfficeMarco Tessaro
Family office
$20,700,000
Credit, macro, real assets
Today
92
Lakeshore EndowmentHannah Osei
Endowment
$35,000,000
Credit, macro
Today
88
Pine Hollow FoundationGrace Lin
Foundation
$0
Private credit (in DD)
Today
85
Columbia Basin Health FdnAna Ruiz
Foundation
$12,000,000
Private credit, real assets
Today
81
Beacon CapitalLuis Ortega
RIA
$18,500,000
Credit
Today
74
Redwood MFONina Vasquez
Multi-family office
$9,000,000
Real assets, digital
Yesterday
66
Redstone HealthCarl Jensen
Health system
$22,000,000
Credit
Aug 30
12
Events & RSVPs
Plan events, invite the right investors, and see who came, who watched the replay, and who didn't.
Event
Date
Invited
RSVP'd
Capacity
Managers
Annual Investor Conference 2026Palm Beach · replay live
Oct 7–8
260
240 attended
—
31
Private Credit RoundtableNew York · in person
Nov 12
40
18
24
Meridian Harbor, Granite Arch
Digital Assets Manager ShowcaseVirtual · FCN Video
Nov 19
146
41
open
3
Year-End Macro OutlookVirtual · FCN Video
Dec 3
146
29
open
Thornbury
Miami Cap Intro ForumMiami · Jan 27–29
Jan 27
—
63 requests
120
18
Private Credit Roundtable · RSVPs
18 of 24
LO
Luis Ortega · Beacon CapitalRSVP'd today · wants 1:1 with Meridian Harbor
HO
Hannah Osei · Lakeshore EndowmentRSVP'd Oct 19 · 1:1 with Granite Arch
GL
Grace Lin · Pine Hollow FoundationRSVP'd Oct 15 · in DD on Meridian Harbor
Managers & Intros
The managers on your platform, how much investor attention each gets, and the intros you broker.
Morning Marco. Your Q3 statements are in, and you're up +$2,535,000 across three vehicles. Elena has a seat for you at the Nov 12 private credit roundtable, and Granite Arch has a $600,000 capital call due Nov 2.
Morning Elena. 31 investor actions so far today. 23 investors watched the private credit panel but haven't RSVP'd to Nov 12, and 3 intro requests are waiting on you.