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CALLODINE BDC ADVISOR, LLC

BOSTON, MA · CRD 342427 · IAPD ↗ · 617 588 3312

$0Regulatory AUM
10Advisory reps
13Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
120-Day ApprovalSEC status

Filing changes

80
August 2026 — CALLODINE BDC ADVISOR, LLC (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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