Callidus Capital Partners LLC

The firm provides discretionary portfolio management and investment advice to a range of private clients, including individuals, families, retirement accounts, UGMA accounts, trusts, foundations, estates, charitable organizations, and business entities, generally with a $100,000 aggregate account minimum. As of January 2025 the firm reported managing approximately $31 million in client assets and manages each account on a discretionary basis.

Investment approach is individualized, favoring long-term purchases to capture tax advantages in non‑retirement accounts while permitting margin or short‑term trades when appropriate, and relying primarily on fundamental analysis supplemented by technical indicators and third‑party research sources such as Value Line and Morningstar. The firm applies focused analysis to closed‑end funds—considering factors like lifeboat provisions, tender offers, NAV and fee structures—and seeks to limit trading frequency to keep costs low for clients.

The firm’s principal combines prior experience at large financial firms with advanced credentials (including a CFA charter and an MBA) and maintains an active academic role teaching finance roughly 15–20 hours per week during the academic year, a combination that shapes the firm’s practice. Operationally, the firm discloses several distinctive choices compared with many peers: it does not prepare proprietary performance reports, does not aggregate trades or use soft‑dollar arrangements, will not vote proxies unless specifically requested, and does not accept commissions or participate in wrap programs.