Callidus Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Callidus Capital LLC provides portfolio management services to individuals and high net worth individuals, typically under discretionary authority and with a stated account minimum of $100,000 (which the firm may waive). The firm charges asset-based fees on a percentage-of-AUM schedule that are prorated and billed monthly in arrears, a common approach among investment managers.
Callidus combines fundamental, technical, and cyclical analysis when making investment decisions and may allocate across common stocks, fixed income, and ETFs, with ongoing portfolio reviews and trade execution to align holdings with client objectives. Clients custody assets at Charles Schwab and receive transaction confirmations and monthly statements from the custodian; the firm does not offer wrap fee programs or accept performance-based fees.
Compared with peers in the investment-manager category, Callidus has several uncommon features: the principal is a licensed insurance agent who may sell commissionable insurance products to clients (a practice the brochure identifies as a potential conflict of interest), and the firm discloses that the principal spends under 5% of his time on insurance activities and about 15% on clerical work for another adviser. The firm is newly formed (May 2025), operates with a single adviser, and reported no discretionary or non-discretionary assets as of March 10, 2026, which distinguishes it from larger, more established managers.
Client services
Portfolio management
Insurance-related service
Expertise
Active portfolio management
Fee options
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Fees and commissions may be earned from the sale of insurance products by licensed insurance agent.
Account minimum: $100,000
Main office location
Callidus Capital
Atkinson NH, United States
Number of offices
1
Most active in
Callidus Capital has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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