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Calumet Capital Partners LLC
SEC-regulated
Registered investment advisor
Calumet Capital Partners, LLC is an investment adviser registered with the SEC, established in November 2021, specializing in providing investment advisory services to private investment funds and other entities. The firm focuses on term loans and lines of credit to U.S. law firms representing plaintiffs in various types of cases. Clients typically make private loans to law firms for portfolio investments. The firm charges management fees based on a fixed percentage of capital commitments and receives performance-based compensation or carried interest. Minimum investment amounts for third-party investors in the Funds are $5 million. Calumet does not have discretionary authority over public equity securities and does not vote proxies for its Clients. The firm has not been subject to any material legal or disciplinary events. Calumet has a Code of Ethics in place to address conflicts of interest and has established procedures for personal securities trading by employees. The firm does not engage in soft dollar transactions and generally seeks competitive commission rates for client transactions. Calumet maintains custody of client assets with qualified custodians and provides periodic financial statements to investors. The firm has discretionary authority to manage investments for the Funds but may enter into Side Letters with certain investors to alter terms. Calumet does not generally receive proxies for voting client securities.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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