$111.8M Total AUM
$91.1M Disc. AUM
-- 3Y CAGR
5 Employees
119 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-02-2021
- Office Locations
- 9
Office Locations
50 Venture Valley CT Ponte Vedra FL
90 Fort Wade Road Ponte Vedra FL
941 Whitehorse-Mercerville Road Hamilton NJ
About Caleo Capital N.a. LLC
Caleo Capital N.a. LLC is a Ponte Vedra-based RIA with 9 offices. The firm has been operating for 4 years. Managing $111.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
43 AVG AGE
$28.0M AVG AUM / ADVISOR
$939.8K AVG AUM / CLIENT
2.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Stuart Ferguson
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Sheldon-Scott Halcrow
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #7429895
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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Daryl Gilad Bartkunsky
--
- CRD
- #7861383
Available
Available
Available
M
Maya Burney
Deal Advisor
- CRD
- --
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,076,365 | $423,611 |
| Non-Discretionary | $20,764,725 | $1,038,236 |
| Total | $111,841,090 | $475,920 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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