Caleo Capital N.A. LLC: new SEC registration, $112M AUM, Ponte Vedra, FL
Caleo Capital N.A. LLC (Ponte Vedra, Florida): new SEC registration, $112M AUM, Ponte Vedra, FL. Its amount of 112 is below the median of 134 (27th percentile). Dated 336 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 112 · 27th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Caleo Capital N.A. LLC |
| Legal name | Caleo Capital N.A. LLC |
| CRD | 308542 |
| Status | Approved |
| Registered with the SEC | 2025-12-03 |
| Latest Form ADV filing | 2026-04-07 |
| Location | Ponte Vedra, FL, United States |
| Regulatory AUM | $111,841,090 |
| Accounts | 235 |
| Employees | 5 |
| Website | http://www.caleocapital-usa.com/ |
| amount percentile | 27th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-03
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Caleo Capital N.A. LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Caleo Capital N.A. LLC's amount: 27th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $112M under management.
- Website on file.
What is the NewRiaPulse record for Caleo Capital N.A. LLC in Ponte Vedra, Florida?
Caleo Capital N.A. LLC received SEC registration as an investment adviser (2025-12-03) with $111,841,090 in regulatory assets under management, based in Ponte Vedra, FL.
How does Caleo Capital N.A. LLC compare to other Florida NewRiaPulse records?
Its amount of 112 is below the median (27th percentile); smaller records often move faster and face less competition. It is 336 days old; check the official source for later updates before acting.
Caleo Capital N.A. LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Caleo Capital N.A. LLC | Ponte Vedra, FL | 112 | 27th | 2025-12-03 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.