# Calydon Capital, LLC

> 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.

- CRD: 285485
- Filed as: CALYDON CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285485
- AdvisorCensus page: https://advisorcensus.com/firm/calydon-capital-llc-memphis-tn-285485

## Quick answers

**How is Calydon Capital, LLC compensated?**
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.

**Where is Calydon Capital, LLC located?**
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).

**Is Calydon Capital, LLC registered with the SEC or a state?**
Calydon Capital, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285485.

**How much does Calydon Capital, LLC manage?**
Calydon Capital, LLC reports $3,576,202,004 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (56% discretionary).

**How have Calydon Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Calydon Capital, LLC serve?**
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).

**Which custodians does Calydon Capital, LLC use?**
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.

**Does Calydon Capital, LLC report any disciplinary disclosures?**
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

**What changed in Calydon Capital, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,576,202,004
- Discretionary: $1,994,327,341
- Non-discretionary: $1,581,874,663

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $182,286 |
| High net worth individuals | 282 | $2,386,520,027 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $18,232,958 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 14 | $1,171,266,733 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, ID, LA, MA, NH, NJ, NY, TN, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): 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?
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285485

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Englewood, NJ

### Websites listed on Form ADV (Item 1.I)
- calydoncap.com
- LinkedIn @calydoncapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,536,871,153 | 17 | September 23, 2021 |
| October 2022 | $2,762,254,895 | 17 | June 22, 2022 |
| October 2023 | $2,780,152,172 | 13 | March 29, 2023 |
| October 2024 | $2,872,187,942 | 12 | September 20, 2024 |
| October 2025 | $2,858,255,385 | 8 | June 17, 2025 |
| October 2026 | $3,576,202,004 | 8 | April 1, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calydon Capital, LLC (CRD 285485): Form ADV filing data as of October 2026.