Cassini Capital Management, LLC

RIASEC & State Registered

Total AUM

$74.5M

Discretionary

$74.5M

100% of AUM

Avg account

$678K

Accounts

110

Employees

Advisory reps

Firm details

Headquarters: Tallahassee, Florida
CRD number: 287861
Website: cassinicap.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI86.91%
Individuals11.98%
Pension & Profit Sharing Plans0.57%
Corporations / Businesses0.42%
Charitable Organizations0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cassini Capital Management, LLC is a Florida-based limited liability company that provides portfolio management to individual and family clients as well as institutional and pooled vehicles. The firm is registered with the SEC (SEC Registered Year: Unknown) and is owned by an individual. Its advisory services include managing portfolios for individuals and small businesses, for pooled investment vehicles, and for businesses or institutions. Cassini also operates in a capacity identified as a commodity pool operator or commodity trading advisor (CPO/CTA). The firm charges fees as a percentage of AUM, flat fees, and can assess performance-based fees.