Caleo Capital N.A. LLC
● SEC registered since 2025CRD 308542SEC# 801-134431Ponte Vedra, FL
Reg. AUM
$111.8M
Employees
5
Accounts
235
Location
Ponte Vedra, FL
Caleo Capital N.A. LLC assets under management
Caleo Capital N.A. LLC operates as an SEC-registered investment adviser based in Ponte Vedra, FL. The firm has been registered since 2025. It reports $111.8 million in regulatory assets under management and employs 5 people.
Caleo Capital N.A. LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Cesare Privetera Control | Managing Director | 10-25% | 2023 |
| Caleo Collective Control | Parent Company Owner | 50-75% | 2023 |
| Kirsten Halcrow | Chief Operating Officer, Treasurer | Under 5% | 2022 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Caleo Capital N.A. LLC manage?
Caleo Capital N.A. LLC reports $111.8 million in regulatory assets under management on its Form ADV.
How many employees does Caleo Capital N.A. LLC have?
Caleo Capital N.A. LLC reports 5 employees.
Where is Caleo Capital N.A. LLC located?
Caleo Capital N.A. LLC is based in Ponte Vedra, FL and has been SEC-registered since 2025.
Does Caleo Capital N.A. LLC disclose fund performance?
Caleo Capital N.A. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Venture Valley Ct, Ponte Vedra, FL 32081 |
| Phone | 609 838 1245 |
| Fax | 6097939801 |
| Office hours | 9 a.m. To 6 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.8M▲ 11%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$111.8Mregulatory AUM
Discretionary $91.1MNon-discretionary $20.8M