CALLODINE CREDIT MANAGEMENT

RIASEC RegisteredEst. 2023
Total AUM
$603M
Discretionary
$603M
100% of AUM
Avg account
$201M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
313165
Registered since
May 1, 2023
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles96.73%
  • Investment Companies3.27%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Callodine Credit Management is an LLC that operates as a credit-focused alternative asset manager and adviser to institutional clients. The firm is registered with the SEC (2023) and presents itself as a hybrid manager running private equity and hedge fund strategies while also acting as a sponsor and general partner on pooled vehicles. Its advisory activity centers on portfolio management for investment companies and pooled investment vehicles, and it maintains relationships across broker-dealer, trust, commodity pool/CTA and real estate broker channels to support distribution, custody and sponsor functions. Investment emphasis is credit-oriented: the firm builds and manages strategies that deploy private credit, private placements and hedge-like credit exposures. Callodine structures its offerings across pooled funds and investment companies, charging fees that include a percentage of assets under management (alongside other fee components). The firm does not identify as an active ESG investor and lists an institutional client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • KRISTEN CAMMARATA

    Chief Compliance OfficerCRD 5712807

  • Stephen Rainville

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 7591489

Contacts

1 of 1
  • EUGENE MARTIN

    PresidentCRD 2939304

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
545 Boylston St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth