Callodine Capital Management

Overview

Callodine Capital Management operates as a limited partnership and has been SEC-registered since 2018. The firm is structured and marketed as a hedge fund serving an institutional client base. It performs portfolio management across a range of client types — individuals and small businesses, investment companies, pooled investment vehicles and institutional accounts — and also conducts commodity pool operator/commodity trading advisor activities. Fee arrangements include a percentage of assets under management and other fee components. The firm does not describe itself as an active ESG investor and is not a multi-state adviser. Callodine maintains multiple industry roles and affiliations beyond pure asset management. Filings indicate relationships with broker-dealers and a trust company, and the firm serves as sponsor, general partner or managing member of pooled investment vehicles. It is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices