Peter L. Courtney

CALYDON CAPITAL

Southport, CT

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CRD#: 1907398

Professional summary

Peter L'hommedieu Courtney, who also goes by Peter Lhommedieu Courtney, is a registered financial advisor currently at CALYDON CAPITAL, LLC located in Southport, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Peter has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Lhommedieu Courtney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter L'hommedieu Courtney's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2024 - Present

CALYDON CAPITAL, LLC

RIA

CRD#: 285485

Southport, CT

Past

January 1, 2021 - October 6, 2023

GREENWICH INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 127161

NORWALK, CT

Past

June 22, 2005 - March 31, 2008

COURTNEY CAPITAL MANAGEMENT LLC

RIA

CRD#: 135944

OLD GREENWICH, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALYDON CAPITAL, LLC

CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(9/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/2020

Uniform Investment Adviser Law Examination

Current Firm

CALYDON CAPITAL, LLC

CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

999 Shady Grove Rd South Suite 106, Memphis, TN 38120

Mailing Address

Phone number

(844) 678-6900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALYDON CAPITAL ADV PART 2 BROCHURE MAY 2025 (8/4/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 2,858,255,385

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter L. Courtney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter L'hommedieu Courtney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALYDON CAPITAL, LLC

GREENWICH INVESTMENT MANAGEMENT, INC.

COURTNEY CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

CALYDON CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2020

Current Firm

CALYDON CAPITAL, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALYDON CAPITAL, LLC

TRUST BUT VERIFY

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