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They include 282 high-net-worth individuals, 14 other investment advisers and 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Calydon Capital offer?","answer":"Calydon Capital provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Calydon Capital charge?","answer":"Calydon Capital charges 0.10%–1.50% a year for its Investment Management Fees. The fee is billed in advance or in arrears and is negotiable.","source":"CALYDON CAPITAL ADV PART 2 BROCHURE MAR 2026, filed 1 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Calydon Capital use?","answer":"Calydon Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $1.8B and Charles Schwab & Co., Inc. (New York, NY), with $618M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Calydon Capital have?","answer":"Calydon Capital has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Calydon Capital invest in?","answer":"At the end of its last fiscal year, Calydon Capital’s separately managed accounts held 57% state and local bonds, 22% non-exchange-traded equities, 19% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Calydon Capital?","answer":"Calydon Capital’s direct owners are Darrell Horn, Richard Finch, James West and Morgan Sanders, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Calydon Capital get paid?","answer":"Calydon Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Calydon Capital registered with the SEC?","answer":"Yes, Calydon Capital has been registered with the SEC as an investment adviser since 17 October 2016. 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dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}