Kate Capital Group

Overview

Kate Capital Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its client billing mixes a percentage-of-assets model with hourly charges. The firm is not described as an active ESG investor, does not identify as a multi-state adviser, and does not act as a capital allocator itself; instead it places client capital with third-party managers when alternatives are used.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices