Callodine Bdc Advisor, LLC

Overview

Callodine Bdc Advisor, LLC is a recently formed SEC-registered advisory firm (registration year 2026) organized as an LLC that serves institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and its fee model combines a percentage-of-AUM component with performance-based fees. The firm is not designated as a capital allocator, is not an active ESG investor, and currently does not operate as a multi-state adviser. Callodine Bdc Advisor lists multiple industry roles and affiliations across the financial-services ecosystem, including broker-dealer, other investment adviser, CPO/CTA, trust company, real estate broker, and sponsor/GP/managing member of pooled investment vehicles. Those affiliations align with a manager that sponsors and runs private pooled vehicles rather than functioning primarily as a third-party allocator.

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Location & Offices