Caleo Capital N.A. LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Caleo Capital N.A. LLC provides discretionary and non‑discretionary investment management and financial planning to individuals, multi‑generational families, nonprofits, and retirement plans. The firm implements customized model portfolios using mutual funds and ETFs and offers consolidated reporting and referrals to independent managers as part of its advisory services.
Caleo’s process is centered on an Investment Policy Statement for each client and a tactical asset‑allocation framework that uses due diligence on asset classes, third‑party managers, and both active and index strategies. Financial planning is offered on a fixed‑fee or hourly basis and the firm also supports ESG preferences and separately managed account options for clients who want direct ownership and customization.
Compared with many peers, Caleo routinely offers client educational seminars and workshops delivered by licensed staff or selected third parties, and its planning work explicitly addresses asset‑protection strategies that include life, property and casualty insurance and coordination with insurance agents. The firm also discloses an international affiliate relationship (a South African entity) and a practice of engaging independent managers for portions of client portfolios, which are features less commonly seen among similar U.S. team advisory firms.
Client services
Expertise
Fee options
Negotiable fixed fees for financial planning services; up to $25,000 annually for flat retainer fees
$0 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $4,999,999: 1.50% $5,000,000+: 1.25%
$250 per hour
Account minimum: $100,000
Main office
50 Venture Valley Ct
Ponte Vedra FL 32081, United States
Offices (5)
Most active in
Florida · New Jersey · Texas
Also doing business as
Caleo Capital N.A. LLC · Caleo Capital Sa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daryl B
Series 65
Hollywood, FL
Caleo Capital N.A. LLC
Daryl Bartkunsky is a financial advisor at Caleo Capital N.A. LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes operational and managerial roles at several non-investment businesses, such as a marketing agency and retail franchises. Bartkunsky also serves as a director and advisor in family office and partnership entities. Caleo Capital N.A. LLC provides portfolio management and financial planning services to individuals, families, nonprofits, and pension plans. The firm employs a tactical asset allocation strategy with mutual funds, ETFs, and alternative investments, incorporating ESG and tax considerations, and includes insurance and asset-protection planning in its service offerings.
Sheldon Scott H
Series 65
Ponte Vedra, FL
Caleo Capital N.A. LLC
Sheldon Scott Halcrow is a financial advisor at Caleo Capital N.A. LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Nedbank Private Wealth for 18 years. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and other investment vehicles, incorporating ESG factors, tax considerations, and insurance and asset-protection planning into its services.
Darryn S
Series 65
Fort Lauderdale, FL
Caleo Capital N.A. LLC
Darryn Stephen is a financial advisor at Caleo Capital N.A. LLC with a Series 65 designation. He has experience working at TurnPoint Investments Pty Ltd as a financial planner in South Africa and spent nine years at Nedbank. Darryn has been with Caleo Capital since 2024. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation approach with mutual funds, ETFs, and alternative investments, incorporates insurance and asset-protection considerations, and provides client education programs.
Jonathon T
Series 63, Series 65
Boca Raton, FL
Caleo Capital N.A. LLC
Jonathon Tyler is an advisor at Caleo Capital N.A. LLC with Series 63 and Series 65 credentials. He has been active in the industry since 2026, including roles at Finalis Securities LLC and Vortex Capital Partners, LLC. Prior to his advisory career, he worked at Harvard Green Energy and Herakles Investment Partners. Caleo Capital N.A. LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, nonprofits, and retirement plans. The firm employs a tactical asset-allocation framework guided by client-specific Investment Policy Statements and offers customized portfolios using mutual funds, ETFs, and independent managers.
Anthony P
CFP®, Series 63, Series 65
Hamilton, NJ
Caleo Capital N.A. LLC
Anthony Privetera is a CFP® with 41 years of experience in financial advisory. He is currently with Caleo Capital N.A. LLC and also associated with Privetera Wealth Management Associates, where he has provided financial advisory services since 2017. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Caleo Capital N.A. LLC serves individuals, multi-generational families, nonprofits, and pension and profit-sharing plans with discretionary and non-discretionary portfolio management and financial planning. The firm uses a tactical asset allocation process with mutual funds, ETFs, independent managers, and alternative investments, and integrates insurance and asset-protection considerations into its planning services.
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