Calumet Capital Partners LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 318770
- Registered since
- August 19, 2022
- Website
- calumetcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Calumet Capital Partners LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm’s stated advisory activity is portfolio management for businesses or institutions. Its fee arrangements include percentage-of-assets-under-management and performance-based fees, plus unspecified other fee structures. Filings indicate the adviser is not an active ESG investor, is not multi-state, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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%
Owners & executives
2 of 2Dan Carroll
Chief Executive OfficerCRD 7504296
Karen Nakon
Principal And Chief Compliance OfficerCRD 7777430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 801 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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