James Stuart Morrow
Chief Executive Officer/Chief Investment OfficerCallodine Capital Management, LPCRD 6950024
About James Stuart Morrow
James Stuart Morrow is listed as Chief Executive Officer/Chief Investment Officer at Callodine Capital Management, LP in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. James Stuart Morrow is associated with 11 registered advisers.
Reported ownership
Owns Under 5% of Callodine Capital Management, LP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Stuart Morrow work?
James Stuart Morrow is listed as Chief Executive Officer/Chief Investment Officer at Callodine Capital Management, LP on SEC Form ADV.
How much of Callodine Capital Management, LP does James Stuart Morrow own?
Form ADV reports a beneficial ownership band of Under 5%.
Callodine Capital Management, LP
| Title | Chief Executive Officer/Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Rainier Investment Management LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Callodine Capital Management, LP
| Title | Co-Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Callodine Capital Management, LP
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |
Callodine Credit Management, LLC
| Title | Co-Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Manning & Napier Advisors, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |
CC Management GP, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Rand Capital Management LLC
| Title | Co-Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Callodine BDC Advisor, LLC
| Title | Co-Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Corrum Capital Management LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |