{
  "crd_number": 285485,
  "slug": "calydon-capital-llc-memphis-tn-285485",
  "primary_business_name": "CALYDON CAPITAL, LLC",
  "legal_name": "CALYDON CAPITAL, LLC",
  "dbas": [],
  "city": "Memphis",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "32820",
  "metro": {
    "cbsa_code": "32820",
    "common_name": "Memphis",
    "msa_name": "Memphis, TN-MS-AR",
    "path": "/advisors/tn/memphis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-10-17",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 3576202004.0,
  "raum_discretionary": 1994327341.0,
  "raum_non_discretionary": 1581874663.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 182286.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 1171266733.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 2386520027.0,
      "count": 282
    },
    "pooled_investment_vehicles": {
      "raum": 18232958.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "ID",
    "LA",
    "MA",
    "NH",
    "NJ",
    "NY",
    "TN",
    "TX"
  ],
  "websites": [
    "https://calydoncap.com",
    "https://linkedin.com/company/calydoncapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285485",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "MEMPHIS",
  "url": "https://advisorcensus.com/firm/calydon-capital-llc-memphis-tn-285485",
  "display_name": "Calydon Capital, LLC",
  "summary": "Calydon Capital, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Calydon Capital, LLC (CRD 285485): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Calydon Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Calydon Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Calydon Capital, LLC located?",
      "a": "Calydon Capital, LLC's principal office is in Memphis, TN, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Calydon Capital, LLC registered with the SEC or a state?",
      "a": "Calydon Capital, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285485."
    },
    {
      "q": "How much does Calydon Capital, LLC manage?",
      "a": "Calydon Capital, LLC reports $3,576,202,004 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (56% discretionary)."
    },
    {
      "q": "How have Calydon Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Calydon Capital, LLC: Regulatory assets under management: $2,536,871,153 in the October 2021 data and $3,576,202,004 in the October 2026 data, up 41%. Total employees: 17 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Calydon Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (282); other investment advisers (14); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Calydon Capital, LLC use?",
      "a": "Calydon Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Calydon Capital, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285485"
    },
    {
      "q": "What changed in Calydon Capital, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.H(2)). Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $2,858,255,385 to $3,576,202,004 (+25%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2536871153.0,
      "total_employees": 17,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2762254895.0,
      "total_employees": 17,
      "filing_date": "2022-06-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2780152172.0,
      "total_employees": 13,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2872187942.0,
      "total_employees": 12,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2858255385.0,
      "total_employees": 8,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3576202004.0,
      "total_employees": 8,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.H(2)).",
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $2,858,255,385 to $3,576,202,004 (+25%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/calydon-capital-llc-memphis-tn-285485.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 182286.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 282,
      "fewer_than_5": false,
      "raum": 2386520027.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 18232958.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 14,
      "fewer_than_5": false,
      "raum": 1171266733.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285485",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}