Calydon Capital, Llc
- Regulatory AUM
- $3.6B
- Discretionary
- $2.0B
- Clients
- 297
- Avg AUM / client
- $12.0M
- Accounts
- 1,009
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $182K | 0.01% |
| High net worth individuals | 282 | $2.4B | 66.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $18.2M | 0.51% |
| Other investment advisers | 14 | $1.2B | 32.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $24.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Joshua Tree Capital, L.P. Fund | Hedge Fund | Delaware | $24.0M | 19 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darrell Lane Horn | Managing Member | Sep 2016 (10y) | 50% – 75% | |
| James Armin West | Chief Executive Officer | CFA | Sep 2016 (10y) | 10% – 25% |
| Richard Aloysius Finch | Member | Sep 2016 (10y) | 10% – 25% | |
| Taylor, Ryan, Shane | Member | Sep 2016 (10y) | 5% – 10% | |
| Woodson Cary Whitehead | Member | Sep 2016 (10y) | 5% – 10% | |
| Morgan Flynt Sanders | Chief Compliance Officer | Jan 2019 (8y) | Less than 5% | |
| David Edward Weiner | Registered representative | Oct 2020 (6y) | ||
| Eric Spencer Sellinger | Registered representative | Oct 2020 (6y) | ||
| Everett Brandon Price | Registered representative | Apr 2022 (4y) | ||
| Peter L'hommedieu Courtney | Registered representative | Sep 2024 (2y) | ||
| Jordan Price | Registered representative | Oct 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $24.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Joshua Tree Capital, L.P. Fund | Hedge Fund | $24.0M | $500K | 19 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: PSP FAILED TO REGISTER AN INVESTMENT ADVISER REPRESENTATIVE IN MASSACHUSETTS PRIOR TO PROVIDING INVESTMENT ADVISORY SERVICES IN MASSACHUSETTS IN VIOLATION OF THE MASSACHUSETTS UNIFORM SECURITIES ACT, MASS. GEN. LAWS CH. 110A ("ACT"). Status: Final Sanction Detail: $32,500 WAS PAID BY PRINCIPAL STREET ON 3/14/2022. Summary: PSP FAILED TO REGISTER AN INVESTMENT ADVISER REPRESENTATIVE IN MASSACHUSETTS PRIOR TO PROVIDING INVESTMENT ADVISORY SERVICES IN MASSACHUSETTS.
Allegations: RESPONDENT WAS NOT REGISTERED IN KENTUCKY WHILE ACTING AS CCO FOR GREEN SQUARE CAPITAL LOUISVILLE AFTER GSC TERMINATED ITS SEC REGISTRATION. Status: Final Sanction Detail: $2000 WAS PAID ON 10/4/2020 Summary: RESPONDENT AGREED TO CEASE AND DESIST FROM VIOLATING THE SECURITIES ACT OF KENTUCKY AND PAID A MONETARY FINE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $1.8B (50% of AUM) Apr 2026
- Charles Schwab & Co. $618M (17% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗