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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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