← Tributary

CALLODINE CREDIT MANAGEMENT

BOSTON, MA · CRD 313165 · IAPD ↗ · 617-880-7494

$603.0MRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
2States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — CALLODINE CREDIT MANAGEMENT shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — CALLODINE CREDIT MANAGEMENT crossed $500M in regulatory AUM ($467.2M -> $603.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
December 2025 — CALLODINE CREDIT MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — CALLODINE CREDIT MANAGEMENT reported RAUM up 62% ($273.6M -> $442.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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