# CALEO CAPITAL N.A. LLC

CALEO CAPITAL N.A. LLC of PONTE VEDRA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 308542
- Type: SEC-registered investment adviser
- SEC file number: 801-134431
- Location: 50 VENTURE VALLEY CT, PONTE VEDRA, FL, 32081
- Phone: 609 838 1245
- Latest filing: 2026-04-07
- Regulatory AUM: $111.8M
- Discretionary AUM: $91.1M
- Non-discretionary AUM: $20.8M
- Clients: 5
- Accounts: 235

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308542/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308542/similar
- Related entities: https://search.stillhousedata.com/firm/308542/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308542

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.