Callodine BDC Advisor, LLC
CRD 342427SEC# 801-136856Boston, MA
No longer SEC-registered. Callodine BDC Advisor, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,892 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$238.7M
Fund GAV
$238.7M
Private funds
2
Employees
13
Accounts
3
Location
Boston, MA
Callodine BDC Advisor, LLC assets under management
Callodine BDC Advisor, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. It reports $238.7 million in regulatory assets under management and employs 13 people. Callodine BDC Advisor, LLC manages 2 private funds with combined gross assets of $238.7 million, including Callodine Asset Backed Credit Fund, LLC. By regulatory assets, it ranks 4,892 of 5,980 private fund managers.
Callodine BDC Advisor, LLC private funds
2 funds · $238.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Callodine Asset Backed Credit Fund, LLC | Private Equity | $174.1M | $1M |
| Callodine Asset Backed Credit Offshore Fund, LLC | Private Equity | $64.6M | $10M |
Callodine BDC Advisor, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Callodine Group, LLC Control | Owner | Over 75% | 2026 |
| Eugene Francis Martin Control | Ceo | Under 5% | 2026 |
| Kristen Marie Cammarata Control | Chief Compliance Officer | Under 5% | 2026 |
| Stephen G Rainville Control | Cfo/Coo | Under 5% | 2026 |
| James Stuart Morrow Control | Co-Owner | Over 75% | 2020 |
Frequently asked questions
How much does Callodine BDC Advisor, LLC manage?
Callodine BDC Advisor, LLC reports $238.7 million in regulatory assets under management on its Form ADV.
How many private funds does Callodine BDC Advisor, LLC manage?
Callodine BDC Advisor, LLC manages 2 private funds with combined gross assets of $238.7 million.
How many employees does Callodine BDC Advisor, LLC have?
Callodine BDC Advisor, LLC reports 13 employees.
Where is Callodine BDC Advisor, LLC located?
Callodine BDC Advisor, LLC is based in Boston, MA.
Does Callodine BDC Advisor, LLC disclose fund performance?
Callodine BDC Advisor, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 545 Boylston St 10th Fl, 10th Floor, Boston, MA 02116 |
| Office hours | 9:00 To 5:00 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,389 advisers
AUM vs fund managersTop 82%
Larger than 18% of 5,980 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 34%
More than 66% of 16,799 advisers
Assets under management
$238.7Mregulatory AUM
Discretionary $238.7M