CASSINI CAPITAL MANAGEMENT, LLC

Overview

Cassini Capital Management, LLC is a compact advisory firm operating as an LLC that manages predominantly discretionary capital for both high-net-worth individuals/families and institutional clients. The firm provides portfolio management for individuals and small businesses, pooled investment vehicles and institutional clients, and lists CPO/CTA among its business activities, indicating experience with pooled vehicles or commodity/trading-advisor style structures. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, giving the firm flexibility to structure compensation around different client and fund arrangements. Investment activity is centered on pooled public funds and mutual funds as core building blocks for client portfolios; the firm’s filings show a clear preference for professionally managed public vehicles rather than heavy direct-stock exposure. Cassini does not identify itself as an active ESG investor, and it reports being an owner-operated adviser rather than part of a larger corporate group.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices