Callodine Bdc Advisor, LLC

Overview

Callodine Bdc Advisor, LLC is a newly formed, SEC-registered institutional registered investment adviser organized as a limited liability company. Registered in 2026, the firm’s stated advisory activity is portfolio management for pooled investment vehicles and its client mix is institutional. Its compensation model combines a percentage-of-assets fee with performance-based fees. The firm is not an active ESG investor, does not present itself as a multi-state adviser, and is not positioned as a pension consultant or capital allocator. Callodine’s reported industry affiliations extend beyond pure advisory activity: the firm is connected with broker-dealer activity, other investment advisers, CPO/CTA roles, trust company functions, real estate brokerage, and sponsor/GP/managing-member responsibilities for pooled vehicles. Those affiliations indicate the firm intends to operate across fund sponsorship, management and certain intermediary or execution roles rather than only providing standalone advisory services.

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Investments & Alternatives

Location & Offices