CALEO CAPITAL N.A. LLC

Overview

Caleo Capital N.A. LLC is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm operates as a capital allocator and combines fee models — percentage of AUM, hourly and fixed fees — to serve a mix of planning and portfolio management needs. Advisory services include comprehensive financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, selection of outside advisers, and client education through seminars and workshops. Caleo also operates as an insurance broker, which it integrates into client solutions. Caleo identifies as an active ESG investor and appears to blend public market mutual funds and pooled products with allocations to third‑party alternative managers. The firm emphasizes manager selection and the use of external specialists to gain access to private markets and hedge strategies while using public funds for core portfolio exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices