Callodine Credit Management
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 313165
- Registered since
- May 1, 2023
- Website
- www.callodine.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles96.73%
- Investment Companies3.27%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Callodine Credit Management LLC is an institutional-focused investment manager organized as a limited liability company and registered with the SEC in 2023. The firm is positioned as a multifaceted manager with both hedge fund and private equity activities and provides portfolio management for investment companies and for pooled investment vehicles. Its client base is institutional, and its fee arrangements include a percentage-of-assets-under-management component plus other fee elements. The firm maintains a set of industry linkages that extend beyond pure investment advisory: it has affiliations or activity as a broker-dealer, an other investment adviser, a CPO/CTA, a trust company, a real estate broker and as sponsor/GP/managing member of pooled investment vehicles. Callodine does not market itself as an active ESG investor.
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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