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CALLODINE CREDIT MANAGEMENT
Legal name: CALLODINE CREDIT MANAGEMENT, LLC
CRD 313165File 801-127866
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$603.0M
Above cohort median (national)
Discretionary AUM
$603.0M
Clients
3
3 accounts
Employees
11
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 1, 2023
- Principal office
- 545 BOYLSTON STREET, 10TH FLOOR, BOSTON, MA, 02116
- Phone
- 617-880-7494
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $603.0M
- Discretionary AUM
- $603.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $201.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $19.7M |
| Pooled investment vehicles | 2 | $583.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERFORMANCE FEES PAID TO AFFIIATED GENERAL PARTNER
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 11 | decreased by2 |
| Apr 1, 2026 | Clients | 2 | 3 | increased by1 |
| Apr 1, 2026 | AUM | $467,219,834 | $602,978,695 | increased by$135,758,861 |
| Apr 1, 2026 | Accounts | 2 | 3 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CALLODINE CREDIT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CALLODINE CREDIT” 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.