CALLODINE CAPITAL MANAGEMENT, LP
Legal name: CALLODINE CAPITAL MANAGEMENT
CRD #297115 SEC #801-113867 BOSTON, MA 617-880-7494
SEC Registered Private Funds
Total AUM
$787.3M
Discretionary
$787.3M
Employees
18
Clients
--
Accounts
6
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CALLODINE CAPITAL MANAGEMENT, LLC | DE | GENERAL PARTNER | NA | Control |
| CAMMARATA, KRISTEN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMMARATA, KRISTEN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMMARATA, KRISTEN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMMARATA, KRISTEN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMMARATA, KRISTEN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CAMMARATA, KRISTEN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL | NA | Control |
| DINWOODEY, JONATHAN, HOSMER | I | GENERAL COUNSEL | NA | Control |
| Dinwoodey, Jonathan | I | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | NA | Control |
| Lyons, John, F | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Lyons, John, F | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MCCLINTOCK, AUSTIN | I | CFO/COO | NA | Control |
| MCCLINTOCK, AUSTIN, COOLIDGE | I | CFO/COO | NA | Control |
| MCCLINTOCK, AUSTIN, COOLIDGE | I | CFO/COO | NA | Control |
| MCCLINTOCK, AUSTIN, COOLIDGE | I | CFO/COO | NA | Control |
| MCCLINTOCK, AUSTIN, COOLIDGE | I | CFO/COO | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| CALLODINE GROUP, LLC | DE | OWNER | E | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| Morrow, James, Stuart | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| MCCLINTOCK, AUSTIN | I | CCO/CFO/COO | A | Control |
| MCCLINTOCK, AUSTIN | I | CCO/CFO/COO | A | Control |
| MCCLINTOCK, AUSTIN | I | CCO/CFO/COO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE GROUP, LLC | E | Control |
| Morrow, James, Stuart | I | CALLODINE CAPITAL MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
MA
Address
TWO INTERNATIONAL PLACESUITE 1830
BOSTON, MA 02110
United States
Phone: 617-880-7494