Caleo Capital N.A. LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra, FL.
Assets Under Management
$112M
Employees
5
Offices
1 office
Total Clients
119
Primary office
PONTE VEDRA, FL
50 VENTURE VALLEY CT, PONTE VEDRA, FL, United States
Top client segmentIndividuals represent 92.4% of total clients.
Top client categories% of clientsClients
1
Individuals
92.4%
110
2
HNWI
7.6%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of April 7, 2026
Discretionary81.4%
$91M
81% of total RAUM81.4%
Non-discretionary18.6%
$21M
19% of total RAUM18.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$112M
Total Accounts235
10Y AUM Change+$11M (+10.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee24:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.