C
CRD: 337468
Cane Capital Partners, LLC
$284.1M Total AUM
$284.1M Disc. AUM
-- 3Y CAGR
5 Employees
325 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2025
- Office Locations
- 2
Office Locations
11739 Ferdinand Street Saint Francisville LA
-- Aspen CO
About Cane Capital Partners, LLC
Cane Capital Partners, LLC is a Saint Francisville-based RIA with 2 offices. The firm has been operating for 1 years. Managing $284.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
47 AVG AGE
$71.0M AVG AUM / ADVISOR
$874.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Alpha Value Peak summit
Investment Themes
Zenith unison Oak eagle
Investment Vehicles
Vital
Services
Eagle matrix Vital ember Crest atlas Beacon meridian Momentum Focus fusion
Owner & Executives
C
CHRISTOPHE FRANCIS LEVASSEUR
PRINCIPAL
- CRD
- #3240130
- Ownership
- 50% but less than 75%
(274) 630-8102
bridge.legacy@ridgecapital.com
in linkedin.com/in/peak-eagle
M
MICHAEL WAYNE WORD
PRINCIPAL
- CRD
- #2335732
- Ownership
- 50% but less than 75%
(603) 860-9890
focus.bridge@vertexcapital.com
in linkedin.com/in/matrix-summit
S
Signal beacon
Summit fusion
- CRD
- #12611
- Ownership
- 23.3%
(495) 554-5011
north.ridge@timbercapital.com
in linkedin.com/in/north-capital
Showing 2 of 3 owners & executives
Unlock allContacts
H
HUGH AMES UHALT JR
--
- CRD
- #2447882
(717) 889-7112
radial.momentum@atlascapital.com
in linkedin.com/in/ember-vital
M
Matthew Michael Word
--
- CRD
- #8033363
(670) 262-9202
catalyst.zenith@focuscapital.com
in linkedin.com/in/prime-element
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,109,433 | $456,768 |
| Non-Discretionary | $0 | -- |
| Total | $284,109,433 | $456,768 |
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Separately Managed Accounts
Total SMA Asset: $284,109,433
Equity - Exchange:
16.6% Public Funds:
17.2% Cash:
9.6% Corporate - Investment Grade:
27.3% Derivatives:
19.6% Private Funds:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $331,107,051 | 16.6% |
| Public Funds | $343,074,776 | 17.2% |
| Cash | $191,483,596 | 9.6% |
| Corporate - Investment Grade | $544,531,475 | 27.3% |
| Derivatives | $390,945,674 | 19.6% |
| Private Funds | $193,478,216 | 9.7% |
| Total | $1,994,620,788 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL ELEMENT | ATLAS ELEMENT | C3YURIIFX | YPJC | 10.74% | $104,213,396 |
| FUSION CREST MERIDIAN | FUSION PATHWAY | E5VJIGKPF | ABKV | 3.61% | $59,606,897 |
| BRIDGE VITAL | ALPHA CAPITAL | PMDXSXPAD | LAHZZ | 11.51% | $93,497,310 |
| VITAL INSIGHT FOCUS | VALUE PATHWAY | O03IUP97A | BXYU | 9.25% | $103,982,463 |
| MOMENTUM CAPITAL | LEGACY FOCUS | YHDA3D1L0 | XEGZY | 6.51% | $51,272,684 |
| CATALYST BRIDGE ALPHA | VERTEX MOMENTUM | SLROMPYRE | RZONK | 5.38% | $4,597,044 |
| OAK FOCUS BEACON | CAPITAL OAK | X3WTYKFO5 | ZLGLX | 1.22% | $51,926,066 |
| VECTOR MATRIX | RIDGE SIGNAL | KW7SBCEK9 | WLFJ | 9.24% | $69,545,220 |