CALLODINE CAPITAL MANAGEMENT

CALLODINE CAPITAL MANAGEMENT, LP

CRD 297115 · SEC 801-113867

Visit website

TWO INTERNATIONAL PLACE, SUITE 1830, BOSTON, MA, 02110, United States

Phone

617-880-7494

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.03B

Discretionary AUM

$2.03B

Team

19 total employees; 5 advisory reps

Clients

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Fees

Percentage of AUM; PERFORMANCE FEES PAID TO AFFILIATED GENERAL PARTNER

Org form

Limited Partnership

Filing date

2026-06-16

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Investment companies	3	$456.4M
Pooled investment vehicles	10	$1.52B
Corporations/business entities	2	$62.7M

States served

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/CALLODINE-CAPITAL/
http://www.callodine.com
https://x.com/CallodineCap

Official SEC filing: View on IAPD