CAYMAN CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 299894
- Website
- caymancapital.net
- Fee structure
- Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Cayman Capital Management, Inc. is an individually owned corporate adviser that operates as a capital allocator and a cross-disciplinary financial services firm. The firm combines advisory work with brokerage activities in real estate and insurance and also acts as a salesperson of other financial products. Its advisory remit, as reported, centers on financial planning and the selection of third-party advisers rather than traditional discretionary portfolio management. The firm bills on a fixed-fee basis rather than a percentage of assets. It is not positioned as an active ESG investor and is not registered as a multi-state adviser; other advisory roles such as pension consulting and related-adviser relationships are not indicated. Cayman Capital appears to emphasize sourcing and coordinating external managers and product providers to meet client objectives rather than running extensive in-house discretionary strategies.
Assets & Accounts
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
Owners & executives
1 of 1DENNIS NOSS
Founder & CEOCRD 4792025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 80 Belvedere St
- Time zone
- PT (UTC-8)
- Office locations
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