AdvizorPro

Cassini Capital Management, LLC

Cassini Capital Management, LLC. CRD 287861

Cassini Capital Management, LLC logo

CRD: 287861

Cassini Capital Management, LLC

Tallahassee, FL, 32303
8505667737
$74.5M Total AUM
$74.5M Disc. AUM
-- 3Y CAGR
3 Employees
44 ADV. Clients
8 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
08-18-2017
Office Locations
2

Office Locations

1333 N. Adams Street Tallahassee FL
-- Clearwater FL

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

38 AVG AGE
$24.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age

Insights

Premium access reveals conviction themes in bridge momentum.
See the complete signal summary connected to vital ember.
Full visibility includes strategy notes for meridian frontier.
Full visibility includes strategy notes for vertex frontier harbor.
Full visibility includes strategy notes for momentum eagle.
See the complete signal summary connected to optima timber.
Upgrade to reveal position-level detail across focus summit.
See the complete signal summary connected to horizon.

Asset Classes

Capital Matrix meridian Signal Element bridge Foundation frontier Horizon

Investment Themes

Insight vital Focus insight

Investment Vehicles

Capital north Momentum

Services

Glacier North Prime Quantum

Owner & Executives

BRIAN CHRISTOPHER CLARK

BRIAN CHRISTOPHER CLARK

Chief Compliance Officer, Founder, Managing Member

CRD
#6362817
Ownership
25% but less than 50%
(342) 822-9783
vector.zenith@optimacapital.com
in linkedin.com/in/fusion-zenith
PAUL WOODWARD

PAUL WOODWARD

Founder, Managing Member

CRD
#5996534
Ownership
25% but less than 50%
(468) 952-5124
summit.signal@focuscapital.com
in linkedin.com/in/momentum-timber

Showing 2 of 2 owners & executives

Unlock all

Contacts

K

KIMBERLY LYN ADAMS-DIPIERO

--

CRD
#2578181
(948) 382-6898
quantum.zenith@matrixcapital.com
in linkedin.com/in/focus-peak

Showing 1 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $74,549,776 --
Non-Discretionary $0 --
Total $74,549,776 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $74,549,776

$74.5M Total SMA
Public Funds:
25.7%
Cash:
13.7%
Equity - Exchange:
26.6%
Other:
7.1%
Private Funds:
26.9%
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%

Start a free trial and
prospect smarter