Calao Finance

What Calao Finance does

Calao Finance is a Paris-based, privately held, AMF-regulated financial institution that operates in the market under the Acer Finance brand. The firm provides four integrated expertise areas to private clients, entrepreneurs, families, and industrial/institutional investors: Gestion Privée (private wealth management with 360° support for personal and business assets), Gestion Financière (financial management across asset classes with innovative investment solutions), Private Equity (dedicated fund structuring and management in high value-creation sectors), and Immobilier (real estate investment including hospitality and social housing).

Its product architecture is a platform-plus-specialized-funds model: the four service divisions develop and manage a growing shelf of regulated French fund vehicles, including professional private equity funds (FPCI Calao Participations n°3, FPCI Movie One, FPCI Vitirev Terradev) and professional real estate funds (SLP AIVA, SLP Colombus REIM, SLP Colombus REIM 2, SLP Doorfeed Habitat, Foncière Procivis). The firm distributes through a direct advisory channel with offices in Paris, Chartres, and Bordeaux, supported by a secure client extranet (extranet-calaofinance.com), targeting professional investors per MiFID II. Revenue is generated principally through management fees on assets under management and advisory fees on bespoke transactions (e.g., recent Park Wilson hotel cession and ENOWE social housing acquisition advisory).

The company does not disclose any proprietary technology, API, or AI/ML capabilities. Its differentiation rests on AMF regulatory standing, a multi-disciplinary advisory culture, bespoke (non-standardized) solutions, and a branded family of sector-specific funds. It is led by founder Bernard Ochs, operates with 11–50 employees, and currently serves clients exclusively in France.

Name

Calao Finance

Legal name

Acer Finance

Website

https://calaofinance.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

Calao Finance (operating as Acer Finance) is a Paris-based, AMF-regulated independent financial institution providing private wealth management, financial management, private equity, and real estate services to entrepreneurs, families, and institutional investors in France via a multi-fund platform and direct advisory offices in Paris, Chartres, and Bordeaux.

Ownership category

akta.pro rank

Product category

Private Wealth and Investment Management

NAICS

Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Real Estate Private Credit (CRE Debt) (FSANADAG), Debt Advisory & Financing Advisory (FSAEAGAD)

Keywords

• Private equity
• Wealth management
• Asset management
• Financial advisory
• Private debt

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management and Advisory Services: Acer Finance operates as an independent financial institution providing wealth management, financial management, private equity, and real estate services. Revenue is generated through management fees on assets under administration and potentially performance fees on investment returns. The company structures and manages dedicated funds on behalf of institutional and professional clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Calao Finance (Acer Finance) is an independent French financial institution that provides private wealth management, financial management, private equity, and real estate investment solutions to private clients, entrepreneurs, families, and industrial and institutional clients. The firm structures and manages dedicated professional investment funds — including private equity funds (FPCI) and real estate partnership funds (SLP) — and delivers bespoke financing and investment mandates through direct advisory from offices in Paris, Chartres, and Bordeaux.

Product overview

Calao Finance (Acer Finance) operates as an independent, entrepreneurial financial institution offering a comprehensive suite of wealth management and investment services. The company provides four core business lines: Gestion Privée (private wealth management), Gestion Financière (financial management), Private Equity, and Immobilier (real estate). The product architecture follows a platform-plus-specialized-funds model, where the core service divisions develop and manage distinct investment products including professional private equity funds (FPCI Calao Participations n°3, Movie One, Vitirev Terradev) and professional real estate funds (SLP AIVA, SLP Colombus REIM, SLP Colombus REIM 2, SLP Doorfeed Habitat, Foncière Procivis). These specialized funds are offered under both advisory and direct management arrangements, serving private individuals, entrepreneurs, families, industrial and institutional clients, and investment professionals.

Differentiator

Problem solved

Functional benefit

Brands

• FPCI Calao Participations n°3: A professional private equity fund (FPCI) managed by Acer Finance, part of the Calao series of funds.
• FPCI Movie One
• FPCI Vitirev Terradev
• SLP Colombus REIM
• SLP Colombus REIM 2
• SLP AIVA
• Foncière Procivis

Products and services

• Gestion Privée (Private Wealth Management) Comprehensive private wealth management service providing personalised 360-degree support for clients' personal and business assets across all generations, targeting private clients, families, and entrepreneurs.
• Gestion Financière (Financial Management) Financial management services providing investment opportunities across all asset classes, offering innovative and unique investment solutions for allocation diversification.
• Private Equity Private equity investment services including fund management and dedicated fund structuring for industrial and institutional clients seeking exposure to sectors with high value creation potential.
• Immobilier (Real Estate) Real estate investment solutions covering property management and investment in hospitality, social housing, and other real estate asset classes, including dedicated SLP funds.
• FPCI Calao Participations n°3 Professional private equity fund offering diversified investment opportunities in private companies, for professional and institutional investors.
• FPCI Movie One Professional private equity fund providing exposure to investments in the entertainment and media sector.
• FPCI Vitirev Terradev Professional private equity fund vehicle for investments in targeted sectors.
• SLP Colombus REIM Professional real estate investment fund (SLP) for professional investors seeking exposure to the Colombus REIM real estate strategy.
• SLP Colombus REIM 2 Second iteration of the professional Colombus REIM real estate investment fund managed by Acer Finance.
• SLP AIVA Professional real estate fund focused on specialised property investments for professional investors.
• SLP Doorfeed Habitat Professional real estate fund providing exposure to housing and habitat-related investments.
• Foncière Procivis Real estate fund dedicated to social and supportive housing investments, managed in partnership with Procivis.

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• 123 Investment Managers: Independent French investment manager operating private equity, real estate, and private debt funds — closely comparable to Calao Finance's multi-vehicle, multi-asset boutique structure serving professional and institutional clients in France.
• Paref: French-listed real estate investment manager (SCPI/OPCI/club deals) with a strong entrepreneurial identity. Comparable in scale and the real estate fund productization approach (e.g., SLP-equivalent vehicles) that mirrors Calao's SLP offerings.
• Haussmann Patrimoine: French independent wealth management firm offering bespoke advisory and dedicated funds (FCPR/FCPI) to entrepreneurs and family clients — a close analogue to Calao's Gestion Privée + dedicated fund model.
• Talence Gestion: French independent asset management firm providing tailored multi-asset solutions and dedicated funds. Comparable boutique scale, entrepreneurial culture, and bespoke service model serving French HNW and family-office clients.
• Amplegest: French boutique asset manager offering discretionary management, advisory, and dedicated funds to private and institutional clients — a near-direct peer in scale, scope, and bespoke service positioning.
• Cyrus Capital: French independent private equity firm serving entrepreneur and family-office clients with bespoke fund solutions. Comparable in entrepreneurial positioning, target clientele, and bespoke PE offering structure.

Broad incumbents

• Primonial: One of France's largest independent wealth and real estate managers with broad product offerings (SCPI, UCITS, private equity, advisory). A broader incumbent that competes for the same entrepreneur/HNW segment as Calao, but at much larger scale.
• Oddo BHF Private Equity: Pan-European private equity and wealth manager with French roots. A scaled incumbent operating across the same PE and HNW segments Calao targets, offering a benchmark for institutional fundraising scale and track record disclosure.
• LFDE (La Financière de l'Échiquier): French independent asset manager with entrepreneurial DNA managing open-ended and dedicated funds. Comparable independent positioning and client segment focus, though at significantly larger AUM scale.
• Federal Finance Gestion: French wealth and asset management subsidiary of Crédit Mutuel Arkéa, offering investment solutions across asset classes. Operates in the same Gestion Privée / Gestion Financière segment but with broader distribution and product set.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/2735612
• Xx.com/calaofinance
• Facebookfacebook.com/calaofinance

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments24 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Calao Finance