Kirsten Halcrow is not listed as a control person, but directly owns under 5% of Caleo Capital N.A.
Caleo Capital N.A. is an investment adviser based in Ponte Vedra, FL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $112 million, as filed on 7 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7635610
- Firm
- Caleo Capital N.A. · CRD 308542
- Role
- Chief Operating Officer, Treasurer
- In role since
- September 2022 · 4 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Ponte Vedra, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kirsten Halcrow work?
Kirsten Halcrow has been Chief Operating Officer, Treasurer of Caleo Capital N.A. LLC since September 2022.
How can I verify Kirsten Halcrow’s record?
Kirsten Halcrow’s role is listed on Caleo Capital N.A. LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 308542.