Callodine Bdc Advisor, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 342427
- Registered since
- July 23, 2026
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Callodine Bdc Advisor, LLC is a limited liability company operating as an institutional RIA that registered with the SEC in 2026. The firm focuses on managing pooled investment vehicles on behalf of institutional clients and reports a fee model that includes a percentage-of-AUM component plus other fees. Ownership is listed as a combination of a domestic entity and an individual. Callodine does not position itself as an active ESG investor, is not a multi-state adviser, and is not a pension consultant. Its reported business and industry affiliations include roles tied to broker-dealers, other investment advisers, CPO/CTA functions, trust companies, real estate brokerage, and sponsor/GP/manager positions for pooled investment vehicles.
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
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 545 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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