CALLAWAY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$211M
Discretionary
$211M
100% of AUM
Avg account
$35.2M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
285709
Registered since
April 8, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Callaway Capital Management, LLC is an SEC-registered investment adviser formed as an LLC in 2022 and owned by an individual. It is organized and operated as a hedge-fund manager serving institutional clients. The firm functions as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its fee model combines a percentage-of-assets charge with performance-based fees. Callaway does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • William Weir

    Chief Operating OfficerCRD 7517761

Contacts

1 of 1
  • DANIEL FREIFELD

    PresidentCRD 6729242

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
818 18th Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth