Firm profile

CALUMET CAPITAL PARTNERS LLC

MIAMI, FLCRD 318770Latest ADV March 27, 2026

Calumet Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 27, 2026, reports $191M in regulatory assets under management, 3 employees, and 3 accounts.

Assets Under Management
$191M
Employees
3
Offices
--
Total Clients
<5
Primary office
MIAMI, FL
801 BRICKELL AVE, SUITE 800, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODan T. Carroll
CCOKaren E. Nakon

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
SPECIAL PURPOSE VEHICLES AND OTHER INSTITUTIONS<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$191Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$191M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$191M
Total Accounts3
10Y AUM Change+$153M (+397.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee
10Y Employee Change-3 (-50.0%)

* 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.