Callidus Capital

Overview

Callidus Capital operates as a limited liability company under individual ownership and provides portfolio management services targeted at individuals and small businesses. Its stated fee arrangements combine a percentage-of-assets model with commissions. The firm does not identify itself as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a capital allocator, pension consultant, related adviser, or newly formed adviser in the available filing snapshot. The SEC registration year is not reported in the public snapshot.

Assets & Accounts

Investments & Alternatives