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 a limited liability company that registered with the SEC in 2022 and positions itself as an adviser focused on portfolio management for businesses and institutions. The firm operates as a non-discretionary manager, meaning it typically implements client-directed mandates rather than exercising broad discretionary trading authority. Its fee structure includes a percentage-of-AUM component, performance-based fees and other fee arrangements, which aligns with a manager willing to take outcome-linked compensation on select mandates. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. It does not act as a capital allocator in the sense of managing third-party capital allocation functions; instead, its activities center on managing tailored portfolios for institutional or business clients. The SEC registration date indicates it is a relatively recent entry into the RIA market, but its asset scale and account structure suggest it serves a small number of large institutional mandates rather than a retail clientele.
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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