Form D · Hedge Fund

Callodine Specialty Income Fund, LP

Boston, MA · CIK 0001764150

Offering snapshot reported Jan 10, 2019 · SEC filing

Reported sold
$24.2M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jan 2, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 10, 2019Initial$24,151,987No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-330159

Source: Form D, filed Jan 10, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Callodine Capital Management, Lp Executive
Callodine Capital Partners, Llc Executive
James Morrow Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Two International Place Suite 1830
Boston, MA, 02110