| Owner | Title | From | %Ownership |
|---|---|---|---|
| Mcclintock, Austin, Coolidge | Cfo/coo | 05/2018 | < 5% |
| Morrow, James, Stuart | Chief Executive Officer/chief Investment Officer | 05/2018 | < 5% |
| Callodine Capital Management, LLC | General Partner | 05/2018 | < 5% |
| Morrow, James, Stuart | Co-owner | 10/2020 | > 75% |
| Callodine Group, LLC | Owner | 10/2020 | > 75% |
| Morrow, James, Stuart | Managing Member | 05/2018 | > 75% |
| Dinwoodey, Jonathan, Hosmer | General Counsel | 03/2021 | < 5% |
| Cammarata, Kristen, Marie | Chief Compliance Officer | 03/2023 | < 5% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Callodine Capital Management | $513.49 mm | |
| Callodine BDC Income Fund, LP | $65.57 mm | Other Private Fund |
| Callodine Capital Master Fund, L.P. | $361.53 mm | Hedge Fund |
| Callodine Capital Fund, LP | ||
| Callodine Capital Offshore Fund, LTD. | ||
| Callodine Equity Income Fund | $66.27 mm | Other Private Fund |
