Cacti Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156131
- Registered since
- March 10, 2011
- Website
- cactipartners.com
- Custodians
- U.S. BANK, N.A., PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies57.49%
- HNWI19%
- Pooled Investment Vehicles13.76%
- Charitable Organizations9.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cacti Asset Management, LLC is an SEC‑registered, LLC‑structured investment adviser operating since 2011 and organized as an owner‑controlled hedge fund. The firm serves both high‑net‑worth individuals and family clients as well as institutional accounts, and it offers portfolio management across separately managed accounts and pooled vehicles. Its stated preference is equities: the firm tilts toward exchange‑traded securities and runs an active, concentrated approach to position selection rather than passive indexing. Fee arrangements include asset‑based fees, fixed fees and performance‑based fees, consistent with a hedge‑fund style alignment between manager performance and client compensation. Cacti’s advisory activities span single‑client portfolios, pooled investment vehicles and institutional mandates. It does not identify as an ESG investor, and it is not characterized as a multi‑state or newly formed adviser. The firm’s custodial relationships and fund structures indicate a hybrid model where liquid public equity strategies are paired with private pooled vehicles managed by the firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1Joshua Pechter
Chief Compliance OfficerCRD 5896390
Contacts
3 of 5Rowan Pechter
MemberCRD 5899959
Meredith Pechter
MemberCRD 5899891
Hollace Pechter
MemberCRD 5899957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$27.5M in ETFs
100%
$27.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.5M | 25,295 | 59.81% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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