CALLODINE CREDIT MANAGEMENT
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 313165
- Registered since
- May 1, 2023
- Website
- www.callodine.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2KRISTEN CAMMARATA
Chief Compliance OfficerCRD 5712807
Stephen Rainville
Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 7591489
Contacts
1 of 1EUGENE MARTIN
PresidentCRD 2939304
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
- 545 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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