Callodine Bdc Advisor, LLC: new SEC registration, $239M AUM, Boston, MA
Callodine Bdc Advisor, LLC (Boston, Massachusetts): new SEC registration, $239M AUM, Boston, MA. Its amount of 239 is above the median of 135 (72nd percentile). Dated 105 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, 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: 239 · 72th percentile of 1,225 NewRiaPulse records · 1.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 40 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Callodine Bdc Advisor, LLC |
| Legal name | Callodine Bdc Advisor, LLC |
| CRD | 342427 |
| Status | Approved |
| Registered with the SEC | 2026-07-23 |
| Latest Form ADV filing | 2026-10-12 |
| Location | Boston, MA, United States |
| Regulatory AUM | $238,711,843 |
| Accounts | 3 |
| Employees | 13 |
| amount percentile | 72th of 1,225 (median 135, 1.8x median) |
| Peer records CSV (41 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-23
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Bartholomew & Company Wealth Management, LLC · Brookwood Advisors, LLC · Pearson Financial Services · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Callodine Bdc Advisor, LLC and 41 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 41
- Callodine Bdc Advisor, LLC's amount: 72nd percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $8,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $239M under management.
What is the NewRiaPulse record for Callodine Bdc Advisor, LLC in Boston, Massachusetts?
Callodine Bdc Advisor, LLC received SEC registration as an investment adviser (2026-07-23) with $238,711,843 in regulatory assets under management, based in Boston, MA.
How does Callodine Bdc Advisor, LLC compare to other Massachusetts NewRiaPulse records?
Its amount of 239 sits in the upper half (72th percentile) of 1,225 records; the median is 135. It is 105 days old; check the official source for later updates before acting.
Callodine Bdc Advisor, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Callodine Bdc Advisor, LLC | Boston, MA | 239 | 72nd | 2026-07-23 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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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.