Calydon Capital, LLC

CRD#285485
Investment Advisor Firm

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Learn more about Calydon Capital, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Calydon Capital, LLC is located at 999 Shady Grove Rd South, Memphis, TN. The firm employs 5 financial advisors to manage client portfolios and provide financial guidance. Calydon Capital, LLC is not a registered broker-dealer.

    The firm oversees $2.9 billion in assets under management across 804 accounts, with 624 discretionary accounts and 180 non-discretionary accounts. Services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure consists of asset-based, fixed, and performance-based fees. Calydon Capital, LLC serves high net worth investors, pooled investment vehicles, and other investment advisers, with high net worth investors representing the largest client type by accounts. The firm has 119 high net worth clients.

    Calydon Capital, LLC is registered in the states of California, Colorado, Connecticut, Florida, Georgia, Idaho, Louisiana, Massachusetts, New Jersey, New York, Tennessee, Texas, and New Hampshire.

    Assets Under Management

    $2.9 billion

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    999 Shady Grove Rd South
    Memphis, TN 38120

    Calydon Capital, LLC by the Numbers

    Total Assets Under Management

    $2.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    8

    National Average: 64
    Total Number of Accounts

    804

    National Average: 375,227
    Average Account Size

    $3.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management largely vary depending on the type of services provided. Fees charged by Calydon Capital, LLC can include some combination of the following fee structures: asset-based, fixed, and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Calydon Capital, LLC. Calydon Capital, LLC can withdraw the expenses directly from customer funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to high net worth investors, pooled investment vehicles, and other investment advisers. Out of its 804 clients, Calydon Capital, LLC's largest client group by number of accounts is high net worth investors, though it also serves 119 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 99.17%
    • Other Individuals - 0%
    • Corporations - 0.83%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Calydon Capital, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Calydon Capital, LLC

    Reed Walters
    Memphis, TN
    Eric Sellinger
    Englewood, NJ
    Morgan Sanders
    Memphis, TN
    Everett Price
    Englewood, NJ
    Peter Courtney
    Southport, CT
    James West
    Memphis, TN
    David Weiner
    Englewood, NJ

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