CALLODINE STRATEGIC CREDIT FUND III MANAGEMENT, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
340405
Registered since
April 6, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Callodine Strategic Credit Fund III Management, LLC is an LLC organized to manage a pooled private fund vehicle. The firm is registered with the SEC in 2026 and positions itself as a private equity-style fund manager serving institutional clients. Its stated advisory activity is portfolio management for pooled investment vehicles, and the firm is structured with individual ownership. Fee arrangements combine an asset-based management charge with performance-based fees. FINTRX flags the firm as a newly formed adviser; it is not listed as an active ESG investor, nor as a multi-state adviser, capital allocator, pension consultant, or related adviser. The firm’s industry affiliations include roles beyond plain-vanilla advisory work — it is identified as an other investment adviser, a CPO/CTA, and a sponsor/GP/managing member of pooled investment vehicles, indicating it intends to act as sponsor and general partner for the pooled vehicle(s) it manages.

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

Contacts

3 of 4
  • Daniel Penberthy

    PresidentCRD 7134441

  • STEVEN BRANNON

    CRD 3278346

  • OLIVER BARFIELD

    ManagerCRD 3177572

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3060 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth