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Darryn Thomas Stephen

Caleo Capital N.A. LLC

Fort Lauderdale, FL

Ponte Vedra, FL

CRD 7980866

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Employer firm

Caleo Capital N.a. LLC CRD 308542

$112M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Caleo Capital N.A. Llc

50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-18
  • FL RA
    APPROVED
    Since 2025-04-18

Branch Locations

Fort Lauderdale, FL • United States

50 Venture Valley Ct, Ponte Vedra, FL 32081 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nedbank Cape Town 10/2010 04/2019
Turnpoint Investments Pty Ltd Cape Town 04/2019 Present
Caleo Capital Ponte Vedra Beach FL 08/2024 Present
  • 10/2010 → 04/2019
    Nedbank
    Cape Town
  • 04/2019 → Present
    Turnpoint Investments Pty Ltd
    Cape Town
  • 08/2024 → Present
    Caleo Capital
    Ponte Vedra Beach, FL
Other Businesses

TurnPoint Investments Pty Ltd 04/2019 Financial Planner South Africa

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-12
  • S65 Uniform Investment Adviser Law Examination
    2023-12-12

View on SEC IAPD

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