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Calder Financial LLC

● SEC registered since 2024CRD 290616SEC# 801-130243
Export (members)
Reg. AUM
$134.8M
Employees
2
Accounts
247
Location

Calder Financial LLC assets under management

Calder Financial LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $134.8 million in regulatory assets under management and employs 2 people.

Calder Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Casey Shawn Calder ControlManaging Member/ Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Calder Financial LLC manage?

Calder Financial LLC reports $134.8 million in regulatory assets under management on its Form ADV.

How many employees does Calder Financial LLC have?

Calder Financial LLC reports 2 employees.

Does Calder Financial LLC disclose fund performance?

Calder Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone610-458-8373
Office hours9:00 A.M -5:00 P.M
SEC regionPhiladelphia Regional Office (PLRO)
CIK2106810
Discloses disciplinary historyNo

Assets under management

Discretionary$134.8M
Non-discretionary$0
Total (RAUM)$134.8M