Calydon Capital offers investment management services, managing client portfolios on a discretionary or non-discretionary basis. The firm primarily allocates client assets among income-producing strategies utilizing securities in the equity and fixed income markets. Calydon Capital also manages the Joshua Tree Fund, a pooled investment vehicle. The firm previously offered a Bridge Loan Program, but no longer does so.
Fee Structure
Calydon Capital charges an annual fee based on a percentage of the value of your portfolio. The annual fee varies between 0.10% and 1.50%, depending on the amount you invest and the type of investment or management services provided. Calydon Capital may negotiate a lower fee based on certain criteria. In some situations, Calydon Capital may also be paid compensation based on a share of capital gains or capital appreciation of your assets.