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Asset manager · Boston, MA

Callodine BDC Advisor, LLC

SEC-registered investment adviser · CRD 342427 · SEC 801-136856

At a glance

Callodine BDC Advisor, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $0 in regulatory assets under management as of its Form ADV filed June 26, 2026. By Form ADV it is a asset manager, ranked 2,925th of 3,218 asset managers and 16,910th of 17,210 SEC-registered advisers by assets.

Main office 617-588-3312As filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,925 of 3,218
Rank among all SEC RIAs
#16,910 of 17,210
Rank in Massachusetts
#621 of 627
Clients
1
Accounts
0
Discretionary
0% of AUM
Employees
13
Advisory staff
10
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Callodine BDC Advisor, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Callodine BDC Advisor, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Manning & Napier Investor Services, Inc..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles1$0M–

Disciplinary disclosures

Callodine BDC Advisor, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Callodine BDC Advisor, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff from each filing
Locked
Growth over one, three and five years
Locked
Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Callodine BDC Advisor, LLC manage?

Callodine BDC Advisor, LLC reports $0 in regulatory assets under management, on its Form ADV filed June 26, 2026.

What kind of firm is Callodine BDC Advisor, LLC?

Callodine BDC Advisor, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Callodine BDC Advisor, LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($0, 1 clients).

Does Callodine BDC Advisor, LLC have any disciplinary history?

Callodine BDC Advisor, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Callodine BDC Advisor, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →