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CALLIDUS CAPITAL PARTNERS LLC

Advisory

CA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in CA
#3,834
of 5,480 advisers by AUM
Average account
$576K
across 59 accounts
AUM per adviser
$34M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
20
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CONCENTRIC CAPITAL LLC
BEVERLY HILLS, CA
$34M
-66.8% 1Y
JEANCO FINANCIAL,INC
IRVINE, CA
$34M
-2.9% 1Y
SOUTHERN CALIFORNIA WEALTH MANAGEMENT ASSOCIATES
ROLLING HILLS ESTATES, CA
$34M
BABCOCK & BROWN INVESTMENT ADVISER LLC
SAN FRANCISCO, CA
$34M
-48.4% 1Y
HENRY, FREDERICK, INSULL
TORRANCE, CA
$34M
-31.5% 1Y
WEST COAST FINANCIAL WEALTH MANAGEMENT, INC
WALUT CREEK, CA
$34M

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