CALLODINE CAPITAL MANAGEMENT
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 297115
- Registered since
- August 17, 2018
- Website
- www.callodine.com
- Custodians
- JEFFERIES LLC, BOFA SECURITIES, INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles74.48%
- Investment Companies22.44%
- Corporations / Businesses3.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Callodine Capital Management is organized as a limited partnership and has been SEC-registered since 2018. It operates as a hedge fund focused on institutional clients and reports fee arrangements that include a percentage of AUM alongside other fee elements. The firm performs CPO/CTA activities and provides portfolio management across a range of client types — individuals and small businesses, investment companies, pooled investment vehicles, and institutional or business clients. Callodine does not identify as an active ESG investor and is not registered as a multi-state adviser. The ownership structure is described as a domestic entity and individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Derivatives6%
Owners & executives
3 of 3John Lyons
Chief Operations OfficerCRD 7929506
KRISTEN CAMMARATA
Chief Compliance OfficerCRD 5712807
James Morrow
Chief Executive Officer & FounderCRD 6950024
Contacts
1 of 1Jonathan Dinwoodey
General CounselCRD 7357955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 2 International Pl
- Time zone
- ET (UTC-5)
- Office locations
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