Callodine Credit Management

RIASEC Registered
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 LLC is an institutional-focused investment manager organized as a limited liability company and registered with the SEC in 2023. The firm is positioned as a multifaceted manager with both hedge fund and private equity activities and provides portfolio management for investment companies and for pooled investment vehicles. Its client base is institutional, and its fee arrangements include a percentage-of-assets-under-management component plus other fee elements. The firm maintains a set of industry linkages that extend beyond pure investment advisory: it has affiliations or activity as a broker-dealer, an other investment adviser, a CPO/CTA, a trust company, a real estate broker and as sponsor/GP/managing member of pooled investment vehicles. Callodine does not market itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth