CALLODINE CAPITAL MANAGEMENT, LP

HTTPS://WWW.LINKEDIN.COM/COMPANY/CALLODINE-CAPITAL/ BOSTON, MA Investment Advisor How do I update this listing?

Callodine Capital Management is based out of Boston. Callodine Capital Management is a large advisory firm with 2 clients and discretionary assets under management (AUM) of $111,552,000 (Form ADV from 2018-07-20). Their last reported 13F filing for Q4 2018 included $139,189,000 in managed 13F securities and a top 10 holdings concentration of 58.14%. Callodine Capital Management's largest holding is Comcast Corp. Class A with shares held of 300,000. Whalewisdom has at least 1 13F filings, and 1 13G filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 5.02%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CALLODINE CAPITAL MANAGEMENT
Classified as Hedge Fund
TWO INTERNATIONAL PLACE SUITE 1830
BOSTON MA    02110
Country: United States

Business Phone: 617-880-7480
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,PERFORMANCE FEES PAID TO AFFILIATED GENERAL PARTNER ENTITY
Amount of client funds and securities: 0
Total Number of Clients: 2
Amount of client funds and securities by related persons: 111,552,000
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

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