SourcingSourcing

CALLODINE CREDIT MANAGEMENT, LLC

C36
CRD 313165·SEC 801-127866·BOSTON, MA
AUM
$603.0M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CALLODINE CREDIT MANAGEMENT, LLC
CRD
313165
SEC file #
801-127866
EIN
883157933
DBA names
Callodine Credit Management

Economics

AUM
$603.0M
AUM band
$500M-$1B
AUM trajectory
'25'26
$467.2M → $603.0M▲ +29%
Client mix
Pooled Investment Vehicles2
Investment Companies1

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
10 advisors → 8 advisors▼ -20%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/callodine-commercial-finance(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CALLODINE CREDIT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CALLODINE CREDIT, LLC
CAMMARATA, KRISTEN, MARIE
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
fallback_guess:callodinecredit.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
47,958
Form 5500 Compensation Trajectory 3y
202547,958
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
47,958
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001940770
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2022-08-04
Edgar Last Filing Date
2025-08-28
Edgar Form D Count
4
Edgar Form D Offerings
2025-08-282025-08-28 · 0001940770-25-000002
2024-09-042024-09-04 · 0001940770-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
E*trade4
Edgar Addresses
Mailing
545 BOYLSTON STREET, 10TH FLOORBOSTON, MA 02116
Business
545 BOYLSTON STREET, 10TH FLOORBOSTON, MA 02116
Edgar EIN
883157933
Edgar Recent Filings
D/A2025-08-28 · 0001940770-25-000002
40-APP2025-05-28 · 0001641172-25-012683
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
KRISTEN MARIE CAMMARATA
Executive Officer · 2.5%
5712807
MARTIN, EUGENE, FRANCIS
Executive Officer · 2.5%
2939304
Rainville, Stephen, G
Executive Officer · 2.5%
7591489