Callodine Capital Management

Overview

Callodine Capital Management is organized as a limited partnership and operates as a hedge fund with an institutional client focus. The firm has been SEC-registered since 2018 and is owned by a domestic entity and an individual. Its regulatory and operating activities include serving as a CPO/CTA and acting as a sponsor, general partner or managing member of pooled investment vehicles. Callodine provides portfolio management across a range of client types — individuals and small businesses, investment companies, pooled vehicles, and institutional or business clients — and charges fees that include a percentage of assets under management plus other components. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Callodine maintains industry affiliations that extend beyond investment advisory work, including connections to broker-dealer activity, trust services and real estate brokerage, which align with its role in sponsoring and managing pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices