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 an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager. The firm serves both individual/family and institutional clients and provides portfolio management for retail clients and pooled investment vehicles. Its fee arrangements include asset-based fees, fixed fees, and performance-based compensation. Calydon does not identify as an active ESG investor and is not a multi-state adviser. The firm acts in sponsor and general partner roles for pooled vehicles, indicating it both manages and creates private investment structures in addition to running discretionary accounts. Its advisory focus skews toward fixed-income solutions based on filings and asset allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 32Active vs passive
$209M in ETFs
96%
$200M
1%
$9.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $48.5M | 352,808 | 23.18% |
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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