Callodine Capital Management, LP
● SEC registered since 2018CRD 297115SEC# 801-113867Boston, MA
Ranks #2,166 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.03B
Fund GAV
$954.9M
Private funds
2
Employees
19
Accounts
15
Location
Boston, MA
Callodine Capital Management, LP assets under management
Callodine Capital Management, LP is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2018. It reports $2 billion in regulatory assets under management and employs 19 people. Callodine Capital Management, LP manages 2 private funds with combined gross assets of $954.9 million, including Callodine Capital Master Fund, L.P. By regulatory assets, it ranks 2,166 of 6,004 private fund managers.
Callodine Capital Management, LP private funds
2 funds · $954.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Callodine Capital Master Fund, L.P. | Hedge | $903.3M | $1M |
| Callodine BDC Income Fund, LP | Other Private | $51.6M | $500K |
Callodine Capital Management, LP owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Callodine Capital Management, LLC Control | General Partner | Under 5% | 2018 |
| Callodine Group, LLC Control | Owner | Over 75% | 2020 |
| James Stuart Morrow Control | Chief Executive Officer/Chief Investment Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Callodine Capital Management, LP manage?
Callodine Capital Management, LP reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Callodine Capital Management, LP manage?
Callodine Capital Management, LP manages 2 private funds with combined gross assets of $954.9 million.
How many employees does Callodine Capital Management, LP have?
Callodine Capital Management, LP reports 19 employees.
Where is Callodine Capital Management, LP located?
Callodine Capital Management, LP is based in Boston, MA and has been SEC-registered since 2018.
Does Callodine Capital Management, LP disclose fund performance?
Callodine Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Two International Place, Suite 1830, Boston, MA 02110 |
| Phone | 617-880-7494 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1741675 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.03B▲ 158%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.03Bregulatory AUM
Discretionary $2.03B
Fund type mix
Other Private1
Hedge1
Service providers
Auditor
Prime broker
Custodian
Administrator