About Callodine Capital Management
Callodine Capital Management is a company based in Boston (United States) founded in 2018 by James Morrow.. Callodine Capital Management has completed 4 acquisitions, including Corrum Capital, Gordon Brothers Finance Company and Manning & Napier. Callodine Capital Management offers products and services including Callodine Capital Management, Callodine Credit Management, and Rand Capital Management. Callodine Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Boston, United States
- Founders James Morrow
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Callodine Group, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
KKR
& 2 more
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Employee Count
Employee Count
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Investments & Acquisitions
Corrum Capital
& 3 more
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Products & Services of Callodine Capital Management
Callodine Capital Management offers a comprehensive portfolio of products and services, including Callodine Capital Management, Callodine Credit Management, and Rand Capital Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Manages long/short equity strategies for dividend paying companies.
Provides asset-based loans to middle market firms in the U.S. and Europe.
Offers mezzanine debt for lower middle market companies.
Funding Insights of Callodine Capital Management
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 3
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov, 2020 | Amount | Seed - Callodine Capital Management | Valuation | KKR , Axar Capital Management |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Callodine Capital Management
Callodine Capital Management has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include KKR, Axar Capital Management and Blackrockbkcc. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Multiple sectors are invested in by this private equity firm.
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Founded Year | Domain | Location | |
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Multi-asset and multi-strategy investments are managed through hedge fund operations.
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Founded Year | Domain | Location | |
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Blackrockbkcc is maintained as a web-based entity.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Callodine Capital Management
Callodine Capital Management has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Corrum Capital, Gordon Brothers Finance Company and Manning & Napier. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Business loans provider
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2014 | ||||
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Financial services are provided to clients across various sectors.
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2010 | ||||
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Diversified investment management services are provided to clients.
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1970 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Callodine Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Callodine Capital Management Comparisons
Competitors of Callodine Capital Management
Callodine Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Callodine Capital Management
Frequently Asked Questions about Callodine Capital Management
When was Callodine Capital Management founded?
Callodine Capital Management was founded in 2018 and raised its 1st funding round 2 years after it was founded.
Where is Callodine Capital Management located?
Callodine Capital Management is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Who is the current CEO of Callodine Capital Management?
James Morrow is the current CEO of Callodine Capital Management. They have also founded this company.
What does Callodine Capital Management do?
Callodine Capital Management was established in 2018 in Boston, United States, as a diversified investment management firm. Operations focus on managing investments across multiple asset classes, with services tailored for institutional and individual clients. The firm is led by founder and CEO James Morrow. Activities are centered in the financial sector, emphasizing portfolio diversification and risk management within the U.S. market.
Who are the top competitors of Callodine Capital Management?
Callodine Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Callodine Capital Management offer?
Callodine Capital Management offers Callodine Capital Management, Callodine Credit Management, and Rand Capital Management.
How many acquisitions has Callodine Capital Management made?
Callodine Capital Management has made 4 acquisitions, including Corrum Capital, Gordon Brothers Finance Company, and Manning & Napier.
Who are Callodine Capital Management's investors?
Callodine Capital Management has 3 investors. Key investors include KKR, Axar Capital Management, and Blackrockbkcc.