| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Cesare Privetera Control | Managing Director | 10-25% | 2023 |
| Caleo Collective Control | Parent Company Owner | 50-75% | 2023 |
| Kirsten Halcrow | Chief Operating Officer, Treasurer | Under 5% | 2022 |
Caleo Capital N.A. LLC reports $100.8 million in regulatory assets under management on its Form ADV.
Caleo Capital N.A. LLC reports 4 employees.
Caleo Capital N.A. LLC is based in Ponte Vedra, FL and has been SEC-registered since 2025.
Caleo Capital N.A. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 90 Fort Wade Road, Suite 100, Ponte Vedra, FL 32081 |
| Phone | 609 838 1245 |
| Fax | 6097939801 |
| Office hours | 9 a.m. To 6 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $81.3M |
| Non-discretionary | $19.5M |
| Total (RAUM) | $100.8M |