This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$191MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

SEC number

801-126425

CRD

318770

Filings on the tape

13

First filed

Jul 21, 2022

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 27, 2024
  Control person left

  C William Mulvey (Member) no longer on Schedule A of Calumet Capital Partners Llc (listed 2023-08-07, absent 2024-03-27)

  Form ADVobserved 4 days ago
• Occurred

  Mar 27, 2024
  Control person left

  Emily Karen Nakon (Chief Compliance Officer) no longer on Schedule A of Calumet Capital Partners Llc (listed 2023-08-07, absent 2024-03-27)

  Form ADVobserved 4 days ago
• Occurred

  Jun 29, 2023
  Control person left

  Terrance Ward (Chief Compliance Officer) no longer on Schedule A of Calumet Capital Partners Llc (listed 2023-05-25, absent 2023-06-29)

  Form ADVobserved 4 days ago
• Occurred

  Jun 29, 2023
  Control person joined

  Karen Nakon (Chief Compliance Officer) appeared on Schedule A of Calumet Capital Partners Llc

  Form ADVobserved 4 days ago
• Occurred

  Jul 21, 2022
  First Form ADV filing

  Calumet Capital Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4ce187f-9ea9-5a9e-03bd-dcbf6907893f

First observed

Jul 21, 2022

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.