A complete list of active advisors currently associated with Calydon Capital, LLC

Warmer can help you find a great advisor at Calydon Capital, LLC or one who fits your needs even better.

Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high‑net‑worth individuals, pooled investment vehicles, and other investment advisers, managing roughly $3.576 billion in regulatory assets under management across discretionary and non‑discretionary accounts. Engagements are governed by written advisory agreements and the firm delivers separately managed account services alongside advisory services to pooled vehicles. The firm’s investment process combines a proprietary screening and factor model for equities—targeting high‑quality, dividend‑oriented companies—with credit underwriting for high‑yield municipal and distressed municipal strategies, applying a qualitative overlay to final selections. Calydon manages both discretionary and substantial non‑discretionary assets, may employ derivatives and margin where authorized, and charges performance‑based fees to qualified clients subject to negotiated preferred return hurdles. Noteworthy details in the brochure include Calydon’s role as investment manager to a private pooled vehicle (Joshua Tree Capital, L.P.), its provision of services to other investment advisers, and the continued monitoring of legacy bridge‑loan investments that were sourced under a prior program and generated historical issuer‑paid structuring fees. The firm also discloses solicitor/referral arrangements (e.g., Skypoint), a principal’s minority ownership in another RIA, prior participation in Fidelity’s WAS program for legacy accounts, and an ongoing class action related to municipal bond fund disclosures.

To learn more about the advisors currently working at Calydon Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.