Callodine Credit Management

Fee-Only (% of Portfolio)

Callodine Credit Management manages private funds and acts as a sub-adviser for an interval fund, focusing on middle-market corporate credit and asset-based lending strategies. The firm primarily targets senior secured first lien, second lien, and unitranche debt investments. Callodine Credit does not provide tailored financial planning or investment management services directly to individual retail clients; its clients consist of pooled investment vehicles, endowments, pension plans, charitable institutions, family offices, and accredited high-net-worth investors.

Assets Under Management$600M
Clients3
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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