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James Stuart Morrow

Chief Executive Officer/Chief Investment OfficerCallodine Capital Management, LPCRD 6950024

About James Stuart Morrow

James Stuart Morrow is listed as Chief Executive Officer/Chief Investment Officer at Callodine Capital Management, LP in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. James Stuart Morrow is associated with 9 registered advisers.

Reported ownership

Owns Under 5% of Callodine Capital Management, LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Stuart Morrow work?

James Stuart Morrow is listed as Chief Executive Officer/Chief Investment Officer at Callodine Capital Management, LP on SEC Form ADV.

How much of Callodine Capital Management, LP does James Stuart Morrow own?

Form ADV reports a beneficial ownership band of Under 5%.

Callodine Capital Management, LP

TitleChief Executive Officer/Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2018
View Callodine Capital Management, LP →

Rainier Investment Management LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2020
View Rainier Investment Management LLC →

Callodine Capital Management, LP

TitleCo-Owner
OwnershipOver 75%
Control personYes
Since2020
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Callodine Capital Management, LP

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2018
View Callodine Capital Management, LP →

Callodine Credit Management, LLC

TitleCo-Owner
OwnershipOver 75%
Control personYes
Since2020
View Callodine Credit Management, LLC →

Manning & Napier Advisors, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2022
View Manning & Napier Advisors, LLC →

Rand Capital Management LLC

TitleCo-Owner
OwnershipOver 75%
Control personYes
Since2020
View Rand Capital Management LLC →

Thorofare, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2020
View Thorofare, LLC →

Callodine BDC Advisor, LLC

TitleCo-Owner
OwnershipOver 75%
Control personYes
Since2020
View Callodine BDC Advisor, LLC →