CALLODINE STRATEGIC CREDIT, LLC
Adviser information for CALLODINE STRATEGIC CREDIT, LLC last updated from Form ADV on June 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-119111 |
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SEC ERA File Number | 802-119111 |
SEC CIK Numbers | None |
SEC CRD Numbers | 309829 |
Legal Entity Identifier | None |
Principal Office
TWO INTERNATIONAL PLACESUITE 1830
BOSTON
MA
United States
Monday - Friday, 9:00 - 5:00
Tel: 617-880-7484, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BLUEARC MEZZANINE PARTNERS I, L.P. | Private Equity Fund | $28.4M | $0.5M | 2 |
CALLODINE STRATEGIC CREDIT FUND II, LP | Private Equity Fund | $29.2M | $0.5M | 7 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Morrow, James, Stuart | Individual | CALLODINE GROUP, LLC | CO-OWNER | 12/2020 | > 75% |
CALLODINE CREDIT, LLC | Domestic Entity | – | OWNER | 06/2021 | > 75% |
CALLODINE GROUP, LLC | Domestic Entity | CALLODINE CREDIT, LLC | OWNER | 06/2021 | > 75% |