CALUMET CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$191M
Discretionary
$0
0% of AUM
Avg account
$63.7M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
318770
Registered since
August 19, 2022
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • DAN CARROLL

    Chief Executive OfficerCRD 7504296

  • Karen Nakon

    Principal And Chief Compliance OfficerCRD 7777430

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth