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CALEO CAPITAL N.A. LLC

SEC Form ADV profile.

Total regulatory AUM
$111,841,090
Discretionary
$91,076,365
Non-discretionary
$20,764,725

Firm details

CRD number
308542
SEC file number
801-134431
Main office
PONTE VEDRA, FL, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.