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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2017
- Office Locations
- 2
Office Locations
About Cassini Capital Management, LLC
Cassini Capital Management is an independent, employee-owned, fiduciary investment advisor providing strategic, tax-aware, fee-sensitive portfolio management. Founded in 2012 as a hedge fund manager and expanded in 2021 into direct advisory services for institutions, high-net-worth families, and individuals. The firm builds highly customized, client-specific Investment Policy Statements and does not sell products or charge commissions.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 44 clients, or 14.7 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Cassini Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN CHRISTOPHER CLARK
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6362817
- Ownership
- 25% but less than 50%
PAUL WOODWARD
Founder, Managing Member
- CRD
- #5996534
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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KIMBERLY LYN ADAMS-DIPIERO
--
- CRD
- #2578181
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,549,776 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,549,776 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Cassini Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.