CALEO CAPITAL N.A. LLC
CRD #308542 SEC #801-134431 PONTE VEDRA, FL 609 838 1245
SEC Registered
Total AUM
$100.8M
Discretionary
$81.3M
Employees
4
Clients
0
Accounts
190
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUMONT, SUSAN, ELIZABETH | I | CCO | NA | |
| DUMONT, SUSAN, ELIZABETH | I | CCO | NA | |
| Halcrow, Kirsten | I | CHIEF OPERATING OFFICER, TREASURER | NA | |
| Halcrow, Kirsten | I | CHIEF OPERATING OFFICER, TREASURER | NA | |
| Halcrow, Kirsten | I | CHIEF OPERATING OFFICER, TREASURER | NA | |
| Halcrow, Kirsten | I | CHIEF OPERATING OFFICER, TREASURER | NA | |
| Halcrow, Kirsten | I | CHIEF OPERATING OFFICER, TREASURER | NA | |
| CALEO COLLECTIVE | FE | PARENT COMPANY OWNER | D | Control |
| CALEO COLLECTIVE | FE | PARENT COMPANY OWNER | D | Control |
| CALEO COLLECTIVE | FE | PARENT COMPANY OWNER | D | Control |
| CALEO COLLECTIVE | FE | PARENT COMPANY OWNER | D | Control |
| CALEO COLLECTIVE | FE | PARENT COMPANY OWNER | D | Control |
| Ferguson, Stuart | I | PARTIAL OWNER | B | |
| Ferguson, Stuart | I | PARTIAL OWNER | B | |
| Ferguson, Stuart | I | PARTIAL OWNER | B | |
| Ferguson, Stuart | I | PARTIAL OWNER | B | |
| Ferguson, Stuart | I | PARTIAL OWNER | B | |
| Halcrow, Sheldon-Scott | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | B | Control |
| Halcrow, Sheldon-Scott | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | B | Control |
| Halcrow, Sheldon-Scott | I | CEO, PRESIDENT, CCO | B | Control |
| Halcrow, Sheldon-Scott | I | CEO, PRESIDENT, CCO | B | Control |
| Halcrow, Sheldon-Scott | I | CEO, PRESIDENT, CCO | B | Control |
| PRIVETERA, ANTHONY, CESARE | I | MANAGING DIRECTOR | B | Control |
| PRIVETERA, ANTHONY, CESARE | I | MANAGING DIRECTOR | B | Control |
| PRIVETERA, ANTHONY, CESARE | I | MANAGING DIRECTOR | B | Control |
| PRIVETERA, ANTHONY, CESARE | I | MANAGING DIRECTOR | B | Control |
| PRIVETERA, ANTHONY, CESARE | I | MANAGING DIRECTOR | B | Control |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (3)
FL NJ TX
Address
90 FORT WADE ROADSUITE 100
PONTE VEDRA, FL 32081
United States
Phone: 609 838 1245