CALLODINE CAPITAL MANAGEMENT
SEC RegisteredYield Focused Asset Management Platform
About the firm
Founded by James Morrow, Callodine Group is an asset management platform specializing in yield-oriented investment strategies. The Callodine platform invests across the capital structure through its asset management subsidiaries, pursuing income-oriented investments that provide high cash yields and the potential for equity-like upside. Callodine's specialized investment teams target strategies across private credit, public equities, and fixed income.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Callodine Group offers yield-oriented investment strategies through subsidiaries covering public equities (long/short and long-only dividend equity strategies), asset-based lending to middle market companies, mezzanine debt and structured capital solutions to lower middle market companies, investment and wealth management (separately managed accounts, mutual funds, collective investment trust funds, and consultative services), commercial real estate lending, and SPAC formation targeting the alternative asset management sector.
Who they serve
Institutional and individual investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 10 | $1.5B |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CALLODINE CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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