C
CRD: 137732
Callidus Capital Partners LLC
LA Canada, CA
8187205990
$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
20 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-2006
- Office Locations
- 1
Office Locations
-- LA Canada CA
About Callidus Capital Partners LLC
Callidus Capital Partners LLC is a LA Canada-based RIA. The firm has been operating for 20 years. Managing $34.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Asset Management, Portfolio Construction, Wealth Planning.
Team overview
51 AVG AGE
$34.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Quantum atlas
Investment Themes
Radial optima Delta Frontier
Investment Vehicles
North
Services
Optima Quantum unison Ridge
Owner & Executives
C
CASEY DONALD GRIGG
managing director, Owner
- CRD
- #4158889
- Ownership
- 75% or more
(445) 838-6245
beacon.pathway@timbercapital.com
in linkedin.com/in/signal-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,000,000
Equity - Exchange:
29.8% Cash:
70.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,360,288,023 | 29.8% |
| Cash | $3,204,436,887 | 70.2% |
| Total | $4,564,724,910 | 100.0% |