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Building 2CALEO CAPITAL N.A. LLC

Map pinPONTE VEDRA, FL
Phone609 838 1245
NotebookSEC #801-134431
Total AUM
$111.8M
Employees
5
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 VENTURE VALLEY CT
PONTE VEDRA
FL 32081
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Phone
609 838 1245
Other Offices
1

ReceiptFinancials

Total AUM
$111.8M
Accounts
235
Discretionary
$91.1M
Accounts
215
Non-Discretionary
$20.8M
Accounts
20

ContactClients

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Individual Clients
110
AUM
$90.4M
HNW Individual Clients
9
AUM
$17.6M
Corporation or Business Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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