Callidus Capital Partners buys and sells securities, offering advice on over-the-counter securities, NYSE-listed securities, U.S. Government Securities, exchange-traded master limited partnerships, ADRs, exchange-traded funds, and closed and open-end mutual funds. Callidus Capital Partners creates individualized client portfolios. As of January 2026, Callidus Capital Partners managed approximately $34,000,000 in client assets. All assets are managed on a discretionary basis.
Assets Under Management$34M
Clients20
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be as high as 4% or as low as 0% under special arrangements. Fees are negotiable. Minimum annual fee is $1,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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