CALEO CAPITAL N.A. LLC of PONTE VEDRA, FL is an SEC-registered investment adviser (CRD 308542). Regulatory assets under management: $111.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Stuart Ferguson | PARTIAL OWNER | Singapore, U0 |
| Sheldon-Scott Halcrow | CEO, PRESIDENT, CCO; CHIEF EXECUTIVE OFFICER, PRESIDENT | — |
| Kirsten Halcrow | CHIEF OPERATING OFFICER, TREASURER | — |
| Anthony Cesare Privetera | MANAGING DIRECTOR | — |
| Garth Peter Wellman | OWNER | — |
| Nicholas Liebmann | OWNER | — |
| Emmanuel Amaning | OWNER | — |
| Susan Elizabeth Dumont | CCO | — |