Callidus Capital Partners LLC

Overview

Callidus Capital Partners LLC is a small, equity-oriented registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and concentrates its discretionary work in publicly traded equities and exchange-traded products. Investment activity is centered on liquid equity exposures rather than firm-directed private capital deployment; the adviser does not identify as an active ESG investor and operates under a straightforward advisory mandate rather than as a multi-state or pension consultant. Portfolio construction emphasizes direct equity allocations and exchange-traded strategies as the primary return engine, with third‑party vehicles layered where appropriate. Given the client base and account structure, the firm appears to target concentrated, account-level management for affluent individuals and family clients rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices