# Callodine BDC Advisor, LLC

> Callodine BDC Advisor, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 342427
- Filed as: CALLODINE BDC ADVISOR, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342427
- AdvisorCensus page: https://advisorcensus.com/firm/callodine-bdc-advisor-llc-boston-ma-342427

## Quick answers

**How is Callodine BDC Advisor, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Callodine BDC Advisor, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Callodine BDC Advisor, LLC located?**
Callodine BDC Advisor, LLC's principal office is in Boston, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Callodine BDC Advisor, LLC registered with the SEC or a state?**
Callodine BDC Advisor, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342427.

**How much does Callodine BDC Advisor, LLC manage?**
Callodine BDC Advisor, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 26, 2026.

**What types of clients does Callodine BDC Advisor, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Callodine BDC Advisor, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342427

**Does Callodine BDC Advisor, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 26, 2026 says: "The minimum investment for the Fund is $10,000,000 although the Manager may waive the minimum investment amount, in its discretion."

**What changed in Callodine BDC Advisor, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 26, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> The minimum investment for the Fund is $10,000,000 although the Manager may waive the minimum investment amount, in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Narrangansett, RI

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Callodine BDC Advisor, LLC (CRD 342427): Form ADV filing data as of October 2026.