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Caleo Capital North America LLC

EST. AUM
$111,841,090

CONTACTS
4

CLIENT ACCOUNTS
235

Firm Details

Metro area Jacksonville
CRD Number 308542
Website caleocapital-usa.com
Client types

Overview

Caleo Capital USA operates as a multi-family office, specializing in providing a wide array of financial services tailored to high-net-worth individuals. The firm primarily focuses on assisting South African families who have relocated to the United States, offering personalized wealth management, estate planning, tax advisory, and other financial services. Caleo Capital aims to align its clients' financial strategies with their personal goals and life purposes.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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