C
$171.2M Total AUM
$171.2M Disc. AUM
3.3% 3Y CAGR
4 Employees
24 ADV. Clients
25 yrs Firm Age
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- Custodian
- JP Morgan · Merrill Lynch · Morgan Stanley · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2000
- Office Locations
- 1
Office Locations
300 Crescent Court Suite 1840 Dallas TX
About Cain Capital Management, LP
Cain Capital Management, LP is a Dallas-based RIA. The firm has been operating for 25 years. Managing $171.2M in total assets under management, with 4 advisory representatives. They custody assets with JP Morgan and Merrill Lynch.
Team overview
-- AVG AGE
$42.8M AVG AUM / ADVISOR
$7.1M AVG AUM / CLIENT
17.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Owner & Executives
R
ROD CAIN JONES
Financial Advisor, General Partner, Managing Member
- CRD
- #2401144
- Ownership
- 75% or more
Available
Available
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H
HUGH PATRICK HENNESY
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,175,266 | $1,860,601 |
| Non-Discretionary | $0 | -- |
| Total | $171,175,266 | $1,860,601 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Other:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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