SourcingSourcing

CALLODINE CAPITAL MANAGEMENT, LP

C19
CRD 297115·SEC 801-113867·BOSTON, MA
AUM
$2.03B
$1B+
Est. Revenue
$20.3M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CALLODINE CAPITAL MANAGEMENT, LP
CRD
297115
SEC file #
801-113867
EIN
825059180
DBA names
Callodine Capital Management

Economics

AUM
$2.03B
AUM band
$1B+
AUM trajectory
'20'26
$210.0M → $2.03B▲ +869%
Client mix
Pooled Investment Vehicles10
Investment Companies3
Corporations2

Operations

Employees (total)
19
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
callodine.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CALLODINE GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CALLODINE GROUP, LLC
CALLODINE CAPITAL MANAGEMENT,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CALLODINE.COM
Rdap Domain Creation Date
2018-03-19T11:38:58Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001741616
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2018-07-05
Edgar Last Filing Date
2025-05-29
Edgar Form D Count
8
Edgar Form D Offerings
2025-05-292025-05-29 · 0001741616-25-000001
2024-05-312024-05-31 · 0001741616-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley12
Goldman Sachs6
E*trade4
Edgar Addresses
Mailing
TWO INTERNATIONAL PLACESUITE 1830BOSTON, MA 02110
Business
TWO INTERNATIONAL PLACESUITE 1830BOSTON, MA 02110
Edgar EIN
825059180
Edgar Recent Filings
D/A2025-05-29 · 0001741616-25-000001
40-APP2025-05-28 · 0001641172-25-012683
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T11:38:58Z
Rdap Domain Last Changed
2024-11-26T23:43:18Z
Rdap Nameservers
Earl.ns.cloudflare.comLina.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (4)

4
KRISTEN MARIE CAMMARATA
Executive Officer · 2.5%
5712807
DINWOODEY, JONATHAN, HOSMER
Executive Officer · 2.5%
7357955
Lyons, John, F
Executive Officer · 2.5%
7929506
Morrow, James, Stuart
Executive Officer · 2.5%
6950024