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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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: $74,549,776
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $234,773,880 | 25.7% |
| Cash | $125,151,835 | 13.7% |
| Equity - Exchange | $242,995,533 | 26.6% |
| Other | $64,859,710 | 7.1% |
| Private Funds | $245,736,084 | 26.9% |
| Total | $913,517,042 | 100.0% |