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CALYDON CAPITAL, LLC
CRD 285485File 801-108508
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.58B
Top 25% of cohort (national)
Discretionary AUM
$1.99B
Non-discretionary $1.58B
Clients
297
1,009 accounts
Employees
8
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 17, 2016
- Principal office
- 999 SHADY GROVE RD SOUTH, SUITE 106, MEMPHIS, TN, 38120
- Phone
- 844-678-6900
- Website
- https://www.calydoncap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.58B
- Discretionary AUM
- $1.99B
- Non-discretionary AUM
- $1.58B
- Discretionary accounts
- 827
- Non-discretionary accounts
- 182
- Total accounts
- 1,009
- AUM per client
- $12.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 14 | $1.17B |
| High net worth individuals | 282 | $2.39B |
| Pooled investment vehicles | 1 | $18.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $182K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 131 | 297 | increased by166 |
| May 1, 2026 | AUM | $2,858,255,385 | $3,576,202,004 | increased by$717,946,619 |
| May 1, 2026 | Accounts | 804 | 1,009 | increased by205 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 8 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 135 | 131 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,762,254,895 | $2,858,255,385 | increased by$96,000,490 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 135 | 804 | increased by669 |
| Apr 1, 2022 | Clients | 292 | 135 | decreased by157 |
| Apr 1, 2022 | AUM | $2,536,871,153 | $2,762,254,895 | increased by$225,383,742 |
| Apr 1, 2022 | Accounts | 657 | 135 | decreased by522 |
| Oct 1, 2021 | Custody | No | Yes | |
| Oct 1, 2021 | Clients | 253 | 292 | increased by39 |
| Oct 1, 2021 | AUM | $1,750,474,098 | $2,536,871,153 | increased by$786,397,055 |
| Oct 1, 2021 | Accounts | 568 | 657 | increased by89 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALYDON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALYDON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.