Callodine Capital Management

Overview

Callodine Capital Management is a limited partnership that operates as a hedge fund and provides advisory services across pooled vehicles and separately managed accounts. The firm has been SEC-registered since 2018 and targets institutional clients. It performs portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutions, and it also functions in capacities tied to commodity pool/commodity trading advisory roles. Callodine reports a fee structure that includes a percentage of assets under management and other fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Callodine’s business footprint extends into multiple industry roles beyond pure advisory work: filings list affiliations that include broker-dealer activity, trust company functions, real estate brokerage, and sponsor/GP roles for pooled vehicles. That mix suggests the firm combines direct asset management with involvement in sponsoring and operating private investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices