Caleo Capital N.A. LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 308542
- SEC number
- 801-134431
- Firm type
- RIA
- Assets under management
- $111.8M as of Apr 7, 2026
- Website
- www.caleocapital-usa.com ↗
- Phone
- 609 838 1245
- Address
- 50 Venture Valley Ct, Ponte Vedra, FL, 32081
Advisors at this firm
5 in our index · page 1 of 1
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Daryl Gilad BartkunskyCRD 7861383 · Hollywood, FLIA Registered
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Sheldon-Scott HalcrowCRD 7429895 · Ponte Vedra, FLIA Registered
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Anthony Cesare PriveteraCRD 1260255 · Hamilton, NJIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Darryn Thomas StephenCRD 7980866 · Fort Lauderdale, FLIA Registered
-
Jonathon Charles TylerCRD 8224726 · Boca Raton, FLIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 308542 ↗
FINRA BrokerCheck record for firm CRD 308542 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.