CALADO CAPITAL

Overview

Calado Capital is a small, independent registered investment adviser that serves individuals and families with a mix of financial planning and portfolio management services. The firm acts as a capital allocator and provides discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the selection of other advisers. Its fee model combines a percentage-of-AUM component with hourly and fixed-fee engagements, which supports both ongoing asset management and project-based planning work. Investment activity is tilted toward direct equity exposure and exchange-traded instruments, with the firm showing a clear preference for equities in client portfolios. Calado Capital is not an active ESG investor and is organized as a limited liability company owned by an individual. The firm also operates as an “Other Financial Product Salesperson,” indicating use of third-party investment products alongside direct securities management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices