Data / Investment advisers / Massachusetts / Callodine Credit Management
Callodine Credit Management, Boston, MA: $603 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Callodine Credit Management is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $603 million in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and other fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 313165
- SEC file number
- 801-127866
- SEC status
- Approved, effective May 1, 2023
- Legal name
- Callodine Credit Management, LLC
- Main office
- 545 Boylston Street 10th Floor, Boston, MA 02116
- Phone
- (617) 880-7494
- Regulatory AUM
- $602,978,695 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $602,978,695
- Accounts
- 3
- Employees
- 11, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 2: 1 hedge fund, 1 private equity fund
- Gross assets of private funds
- $583,279,254
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $583.3 million |
| Investment companies | 1 | $19.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $603 million | March 31, 2026 |
| December 1, 2025 | $467.2 million | August 22, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rose Park Advisors, LLC | Boston | $629.9 million | 7 | adviserinfo.sec.gov |
| Sandia Investment Management LP | Boston | $625.4 million | Not listed | adviserinfo.sec.gov |
| Riverview Capital Advisers LLC | Boston | $624.1 million | Not listed | adviserinfo.sec.gov |
| Turas Capital Management | Boston | $613.5 million | 1 | adviserinfo.sec.gov |
| Hoopoe Advisors | Boston | $610 million | Not listed | adviserinfo.sec.gov |
| Tensor Edge Capital, LLC | Boston | $584.8 million | 1 | adviserinfo.sec.gov |
| Wave Equity Partners | Boston | $563.8 million | 17 | adviserinfo.sec.gov |
| O'Rourke & Company, Incorporated | Boston | $555.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Callodine Credit Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.