Callidus Capital
RIAState Registered
Total AUM
$2
Discretionary
$2
100% of AUM
Avg account
$2
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337538
- Website
- calliduscapital.co
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Callidus Capital is an individually owned LLC that provides advisory services focused on portfolio management for individuals and small businesses. The firm is state-registered in Massachusetts and New Hampshire and reports a mixed fee model that includes a percentage-of-AUM component alongside commission-based charges. It is not identified as an ESG investor and does not present itself as a capital allocator to external managers; its regulatory status is state-level rather than SEC-registered.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations