CALLODINE CREDIT MANAGEMENT

545 Boylston Street
10th Floor
Boston, Massachusetts 02116
Tel: 617-880-7494

About CALLODINE CREDIT MANAGEMENT

CALLODINE CREDIT MANAGEMENT, formally registered with the SEC as CALLODINE CREDIT MANAGEMENT. The firm was established in 05/01/2023. They have over 3 offices throughout the country.

CALLODINE CREDIT MANAGEMENT is a Boston, Massachusetts based Financial Planning firm with nearly $442,949,601 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313165
SEC#	801-127866
Assets Managed by Firm	$442,949,601
No. of Clients	2
No. of Advisors	13

Fee Structure

A percentage of AUM
Other (PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNER)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$442,949,601

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