Caldwell & Orkin Inc

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Caldwell & Orkin Inc
CRD #105366
SEC #801-17451
CIK #0000862853
AUM
Employees 6 (83% Investors, 0% Brokers)
Fees
Minimum
Phone678-533-7850
Address5185 Peachtree Parkway
Norcross, GA 30092-6541
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002001200920172025
Sector Form 13F Holdings Value ($M)
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HDFC Bank Ltd 2.7
Bank of America Corp /DE/ 2.7
Apple Inc 2.6
Honeywell International Inc 2.6
Caterpillar Inc 2.6
View All
Holdings by Sector ($M)
4003202401608002011201320152018
Type Form D Funds Date Sold AUM
HF The C&O Investment Partnership LP 2012-11-20 37.7 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 32 72.5
By Discretionary
Discretionary 32 72.5
Non-Discretionary 0 0.0
Total 32 72.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 72.5
Total 32 72.5
EDGAR Form CIK 2011 - 2026
13F-HR [0000862853]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Fund TypesHedge Fund
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