Adviser Profile
| As of Date | 12/05/2025 |
| Registration status | Registration Changed to CALEO CAPITAL N.A. LLC |
| ADV Location | PONTE VEDRA, FL, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 100,825,200 15% |
| of that, discretionary | 81,286,700 17% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 530,659 30% |
| % High Net Worth | 5.26% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds