# EDGAR Filing Document

**Accession Number:** 0001248580
**File Stem:** 0001104659-25-079363
**Filing Date:** 2025-8
**Character Count:** 16379
**Document Hash:** 299d5bb90c38fc32d00c6d122b9f1722
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-079363.hdr.sgml**: 20250815

**ACCESSION NUMBER**: 0001104659-25-079363

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250815

**DATE AS OF CHANGE**: 20250815

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Calamos Aksia Private Equity & Alternatives Fund
- **CENTRAL INDEX KEY:** 0002047442

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95146
- **FILM NUMBER:** 251226081

**BUSINESS ADDRESS:**
- **STREET 1:** 2020 CALAMOS COURT
- **CITY:** NAPERVILLE
- **STATE:** IL
- **ZIP:** 60563
- **BUSINESS PHONE:** 630-245-7200

**MAIL ADDRESS:**
- **STREET 1:** 2020 CALAMOS COURT
- **CITY:** NAPERVILLE
- **STATE:** IL
- **ZIP:** 60563
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CALAMOS JOHN P SR
- **CENTRAL INDEX KEY:** 0001248580

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**MAIL ADDRESS:**
- **STREET 1:** 2020 CALAMOS COURT
- **CITY:** NAPERVILLE
- **STATE:** IL
- **ZIP:** 60563

## Exhibit 99.1

**EXHIBIT 99.1**

JOINT FILING AGREEMENT

In accordance with Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a Statement on Schedule 13G (including any and all amendments thereto) with respect to equity securities, including Class I Shares, issued by the Calamos Aksia Private Equity and Alternatives Fund, and further agree that this Joint Filing Agreement shall be included as an Exhibit to such joint filings.

The undersigned further agree that each party hereto is responsible for the timely filing of such Statement on Schedule 13G and any amendments thereto, and for the accuracy and completeness of the information concerning such party contained therein; provided, however, that no party is responsible for the accuracy or completeness of the information concerning any other party, unless such party knows or has reason to believe that such information is inaccurate.

This Agreement may be executed in any number of counterparts, all of which taken together shall constitute one and the same instrument.

IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the 15<sup>th</sup> day of August, 2025.

---

| | |
|:---|:---|
| Calamos Investments LLC | Calamos Investments LLC |
| By: | /s/ John P. Calamos, Sr. |
| Name: | John P. Calamos, Sr. |
| Title: | Founder, Chairman and Global Chief Investment Officer |
| Calamos Advisors LLC | Calamos Advisors LLC |
| By: | /s/ John P. Calamos, Sr. |
| Name: | John P. Calamos, Sr. |
| Title: | Founder, Chairman and Global Chief Investment Officer |
| John P. Calamos 1985 Trust | John P. Calamos 1985 Trust |
| By: | /s/ John P. Calamos, Sr. |
|  | John P. Calamos, Sr. |

---

---

| |
|:---|
| /s/ John P. Calamos, Sr. |
| John P. Calamos, Sr., individually |

---

---

| | |
|:---|:---|
| Mae F. Calamos Revocable Trust | Mae F. Calamos Revocable Trust |
| By: | /s/ Mae F. Calamos |
|  | Mae F. Calamos, Trustee |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** Calamos Aksia Private Equity and Alternatives Fund

**Title of Class of Securities:** Class I Shares

**CUSIP Number:** 12811C305

**Date of Event Which Requires Filing of this Statement:** 06/26/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>John P Calamos, Sr. | Names of Reporting Persons<br>John P Calamos, Sr. |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>1768565.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>204205.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>1768565.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>204205.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1972770.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>1972770.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>9.7% | Percent of Class Represented by Amount in Row (9)<br>9.7% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

**Comment for Type of Reporting Person:** The percentage reflected in Row 11 was calculated based on dividing the total net assets of $204,200,000 by the $10.02 NAV reported on www.acprivatemarkets.com as of 8/11/2025. That calculation equals 20,379,241 shares outstanding.

---

| 1. | Names of Reporting Persons<br>Calamos Advisors LLC | Names of Reporting Persons<br>Calamos Advisors LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>152939.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>152939.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>0.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>152939.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>152939.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.8% | Percent of Class Represented by Amount in Row (9)<br>0.8% |
| 12. | Type of Reporting Person (See Instructions)<br>IA | Type of Reporting Person (See Instructions)<br>IA |

**Comment for Type of Reporting Person:** The percentage reflected in Row 11 was calculated based on dividing the total net assets of $204,200,000 by the $10.02 NAV reported on www.acprivatemarkets.com as of 8/11/2025. That calculation equals 20,379,241 shares outstanding.

---

| 1. | Names of Reporting Persons<br>Calamos Investments LLC | Names of Reporting Persons<br>Calamos Investments LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>10000.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>10000.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>0.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>10000.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>10000.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.05% | Percent of Class Represented by Amount in Row (9)<br>0.05% |
| 12. | Type of Reporting Person (See Instructions)<br>CO | Type of Reporting Person (See Instructions)<br>CO |

**Comment for Type of Reporting Person:** The percentage reflected in Row 11 was calculated based on dividing the total net assets of $204,200,000 by the $10.02 NAV reported on www.acprivatemarkets.com as of 8/11/2025. That calculation equals 20,379,241 shares outstanding.

---

| 1. | Names of Reporting Persons<br>Mae F. Calamos | Names of Reporting Persons<br>Mae F. Calamos |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [x] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>41266.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0.00 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>41266.00 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>41266.00 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>41266.00 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>0.20% | Percent of Class Represented by Amount in Row (9)<br>0.20% |
| 12. | Type of Reporting Person (See Instructions)<br>IN | Type of Reporting Person (See Instructions)<br>IN |

**Comment for Type of Reporting Person:** The percentage reflected in Row 11 was calculated based on dividing the total net assets of $204,200,000 by the $10.02 NAV reported on www.acprivatemarkets.com as of 8/11/2025. That calculation equals 20,379,241 shares outstanding.

---

**Item 1(a). Name of Issuer:**
Calamos Aksia Private Equity and Alternatives Fund

**Item 1(b). Address of Issuer's Principal Executive Offices:**
2020 Calamos Ct Naperville, IL, 60563

**Item 2(a). Name of Person Filing:**
John P. Calamos, Sr.
Calamos Advisors LLC
Calamos Investments LLC
Mae F. Calamos

**Item 2(b). Address of Principal Business Office:**
c/o Calamos Advisors LLC
2020 Calamos Ct
Naperville, IL 60563

**Item 2(c). Citizenship:**
John P. Calamos, Sr. - United States citizen
Calamos Advisors LLC - Delaware limited liability company
Calamos Investments LLC - Delaware limited liability company
Mae F. Calamos - United States citizen

**Item 2(d). Title of Class of Securities:**
Class I Shares

**Item 2(e). CUSIP Number:**
12811C305

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

1,972,770
John P. Calamos, Sr. is the Founder, Chairman, and Global CIO of Calamos Advisors LLC ("Calamos Advisors") and the Founder, Chairman, and Global CIO of Calamos Investments LLC ("CILLC"), which is itself the sole member of Calamos Advisors. Mr. Calamos serves as trustee of the John P. Calamos 1985 Trust (the "JPC Trust"), which held 1,768,565 shares as of the date of this report. As a result, Mr. Calamos and CILLC may be deemed to be the beneficial owners of, and to have a pecuniary interest in, equity securities held by Calamos Advisors and Mr. Calamos may be deemed to be the beneficial owner of, and to have a pecuniary interest in, equity securities held by the JPC Trust.
Mae F. Calamos serves as trustee of the Mae F. Calamos Revocable Trust (the "MFC Trust"), which held 41,266 shares as of the date of this report. As such, Ms. Calamos may be deemed to be the beneficial owner of, and to have a pecuniary interest in, equity securities held by the MFC Trust.
Each of Mr. Calamos, CILLC, and Ms. Calamos disclaims beneficial ownership of such shares, except to the extent of their respective pecuniary interest, if any, therein.

**(b) Percent of class:**

9.7

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

1,768,565

**(ii) Shared power to vote or to direct the vote:**

204,205

**(iii) Sole power to dispose or to direct the disposition of:**

1,768,565

**(iv) Shared power to dispose or to direct the disposition of:**

204,205

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

Not Applicable

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

John P. Calamos, Sr., John P. Calamos 1985 Trust, Mae F. Calamos Revocable Trust, Calamos Advisors LLC, Calamos Investments LLC

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

—

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**John P Calamos, Sr.**

**Date:** 08/15/2025

**By:** /s/ John P. Calamos, Sr.

**Name & Title:** John P. Calamos, Sr., personally and as Trustee for the John P. Calamos 1985 Trust

**Calamos Advisors LLC**

**Date:** 08/15/2025

**By:** /s/ John P. Calamos, Sr.

**Name & Title:** John P. Calamos, Sr., Founder, Chairman, and Global CIO

**Calamos Investments LLC**

**Date:** 08/15/2025

**By:** /s/ John P. Calamos, Sr.

**Name & Title:** John P. Calamos, Sr., Founder, Chairman, and Global CIO

**Mae F. Calamos**

**Date:** 08/15/2025

**By:** /s/ Mae F. Calamos

**Name & Title:** Mae F. Calamos, Trustee for the Mae F. Calamos Revocable Trust