HedgeMountain

Callodine Capital Fund, LP

Boston, MA · CIK 1741616

Callodine Capital Fund, LP is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Sep 15, 2026, the fund has sold $305,445,848 of interests to 61 investors since its first sale in Jul 2018. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Callodine Capital Management, LP; James Morrow; Callodine Capital Partners, LLC.

Performance

No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to HedgeMountain directly.

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Total raised
$305,445,848Cumulative sales reported on Form D
Investors
61
First sale
Jul 5, 2018
Minimum investment
$1,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Callodine Capital Management, LP; James Morrow; Callodine Capital Partners, LLC
Latest Form D
Sep 15, 2026

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures

Size compared with every hedge fund

Raised more than 64% of the 472 hedge funds based in Massachusetts, and more than 75% of all 10,157 that report sales.

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