Calydon Capital, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 285485
- Registered since
- October 17, 2016
- Website
- calydoncap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI66.73%
- Other Investment Advisers32.75%
- Pooled Investment Vehicles0.51%
- Individuals0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Calydon Capital, LLC is a privately owned LLC that operates as a hedge fund and investment adviser. The firm registered with the SEC in 2016 and serves both individual/family clients and institutional investors. Its advisory work includes discretionary portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also sponsors and acts as GP/managing member for pooled vehicles it runs. Calydon charges a mix of percentage-of-AUM, fixed, and performance-based fees. It does not identify as an active ESG investor and primarily functions as a manager rather than a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
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
Asset composition
- State & Local Bonds57%
- Non-Exchange Traded Equities22%
- Exchange Traded Equities19%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
James West
CEOCRD 2770981
Morgan Sanders
Chief Compliance OfficerCRD 6480812
Woodson Whitehead
Chief Executive Officer, PrincipalCRD 4406495
Contacts
3 of 9
Eric Sellinger
Managing PartnerCRD 6298313
Peter Courtney
Portfolio ManagerCRD 1907398
Ryan Taylor
MemberCRD 5506857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$179M in ETFs
95%
$171M
1%
$8.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $39.9M | 352,547 | 22.22% |
Location
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 999 Shady Grove Rd S
- Time zone
- CT (UTC-6)
- Office locations
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