Caleo Capital N.a. LLC
Caleo Capital N.a. LLC is an SEC-registered mass-market adviser in Ponte Vedra, FL with $111.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Caleo Capital N.a. LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308542, SEC 801-134431, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $111.8M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- Ponte Vedra, FL
- Employees
- 5
- Clients
- 119
- CRD
- 308542
- Ownership
- CALEO COLLECTIVE; PRIVETERA, ANTHONY, CESARE; Ferguson, Stuart; Liebmann, Nicholas; Halcrow, Sheldon-Scott
How much AUM does Caleo Capital N.a. LLC have?
Caleo Capital N.a. LLC reported $111.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Caleo Capital N.a. LLC?
Disclosed owners and executives of Caleo Capital N.a. LLC include CALEO COLLECTIVE, PRIVETERA, ANTHONY, CESARE, Ferguson, Stuart, Liebmann, Nicholas, Halcrow, Sheldon-Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.