Cane Capital Partners, LLC
Firm details
- Headquarters
- Saint Francisville, Louisiana
- CRD number
- 337468
- Registered since
- August 26, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.9%
- Individuals12.54%
- Corporations / Businesses2.71%
- Pension & Profit Sharing Plans2.36%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cane Capital Partners, LLC is an independent, fee-based registered investment adviser formed as an LLC and SEC-registered in 2025. The firm positions itself as a capital allocator for both individuals/families and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its advisory model is percentage-of-AUM based. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities81%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds2%
- Derivatives2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Christophe Levasseur
Principal and Chief Investment OfficerCRD 3240130
Candice Lightfoot
Chief Compliance OfficerCRD 4885526
Contacts
3 of 3Hugh Uhalt
Investment Advisor RepresentativeCRD 2447882
Michael Word
Investment Advisor RepresentativeCRD 2335732
Matthew Word
Equity TraderCRD 8033363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$30.8M in ETFs
99%
$30.5M
0%
$277K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2M | 2,730 | 6.63% |
Location
Saint Francisville, LA
West Feliciana
Location
Saint Francisville, LA
Headquartered in Saint Francisville, LA, in the South of the United States.
- Region
- South
- County
- West Feliciana
- Address
- 11739 Ferdinand St
- Time zone
- CT (UTC-6)
- Office locations
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