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CALLODINE CAPITAL MANAGEMENT

BOSTON, MA · CRD 297115 · IAPD ↗ · 617-880-7494

$2.03BRegulatory AUM
5Advisory reps
19Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — CALLODINE CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($787.3M -> $2.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2025 — CALLODINE CAPITAL MANAGEMENT reported RAUM up 30% ($607.4M -> $787.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.