Callidus Capital
Firm details
- Headquarters
- ,
- CRD number
- 337538
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Callidus Capital operates as a limited liability company under individual ownership and provides portfolio management services targeted at individuals and small businesses. The firm uses a hybrid compensation approach — charging a percentage of assets under management while also earning commissions — which suggests a mix of advisory and transaction-based activity. Regulatory details in the record are sparse: SEC registration year is not listed, the firm is not designated as a multi-state adviser, and it is not flagged as an active ESG investor, pension consultant, capital allocator, or related adviser.
Assets & Accounts
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
- Other100%
Contacts
1 of 1
Noah Tillinghast
CCOCRD 8119226
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations