This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Stifel
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 09-01-2016
- Office Locations
- 3
Office Locations
About Calydon Capital, LLC
Calydon Capital is an independent asset manager focused on municipal bond and equity income investing for clients seeking long-term growth, income, and appreciation. Strategies include short-duration, high-quality short-call munis, yield-driven high income munis, distressed municipal credit for tax-free income plus appreciation potential, and a large-cap dividend-growth equity income approach. Serves retail and institutional audiences.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DARRELL LANE HORN
Managing Director
- CRD
- #1654100
- Ownership
- 25% but less than 50%
JAMES ARMIN WEST IV
Chief Executive Officer, Vice President
- CRD
- #2770981
- Ownership
- 25% but less than 50%
Signal summit
Unison optima timber
- CRD
- #99876
- Ownership
- 41.0%
Showing 2 of 6 owners & executives
Unlock allContacts
PETER L'HOMMEDIEU COURTNEY
President
- CRD
- #1907398
EVERETT BRANDON PRICE
Portfolio Manager
- CRD
- #6359878
Timber quantum
Prime oak
- CRD
- #77561
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,994,327,341 | $2,411,520 |
| Non-Discretionary | $1,581,874,663 | $8,691,619 |
| Total | $3,576,202,004 | $3,544,303 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,557,969,046
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $400,537,197 | 14.5% |
| Equity - OTC | $461,308,358 | 16.7% |
| Equity - Exchange | $419,873,476 | 15.2% |
| Cash | $754,114,861 | 27.3% |
| U.S. Government/Agency | $726,491,605 | 26.3% |
| Total | $2,762,325,497 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER QUANTUM FOUNDATION | DELTA RIDGE | H5ADDKM6R | PRBVH | 6.04% | $81,853,807 |
| UNISON RIDGE EMBER | PATHWAY OAK | INGFAJZBV | OIGS | 4.46% | $1,784,366 |
| PRIME OAK | QUANTUM BRIDGE | K4FBXIV1K | GYM | 6.58% | $81,181,474 |
| PATHWAY CATALYST | WAVE QUANTUM | WB9ZEIB9B | ZRFB | 12.16% | $83,883,652 |
| PEAK MERIDIAN | EAGLE OPTIMA | TPA5ELUVV | AVP | 6.72% | $45,288,127 |
| VERTEX BRIDGE CREST | PEAK QUANTUM | 7284S8A0G | YJAJN | 6.41% | $40,055,744 |
| SIGNAL FRONTIER RIDGE | PATHWAY ZENITH | 40TS60F2O | ITRZL | 6.75% | $108,385,142 |
| ATLAS PIONEER | INSIGHT HARBOR | JEW3037U6 | INNI | 2.85% | $17,248,725 |