CALLODINE STRATEGIC CREDIT FUND III MANAGEMENT, LLC

Thesis

The fund's strategy is to offer thoughtful capital solutions and incremental liquidity, focusing on established businesses in sectors such as manufacturing, distribution, business services, healthcare, technology, consumer retail, finance, and transportation. They explicitly avoid investing in start-ups, early-stage turnarounds, real estate, and high-tech markets, indicating a preference for companies with a proven track record. The minimum transaction size is $3 million, with underwriting capacity up to $20 million per transaction. Geographically, they focus on companies in the Southeast, Mid-West, or Mid-Atlantic regions of the U.S. Callodine Group, as a whole, pursues yield-oriented investment strategies across private credit, public equities, and fixed income, aiming for high cash yields and potential equity upside. While specific AUM for Fund III is not detailed, Callodine Group reported over $20 billion in AUM as of October 2025. Callodine Strategic Credit Fund III, LP had $36.5 million in amount sold as of May 2026.

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