Cabana Asset Management

Overview

Cabana Asset Management is an SEC-registered limited liability company that began advisory activities in 2016 and serves primarily institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for investment companies and pooled investment vehicles, along with pension consulting services. Cabana does not identify as an active ESG investor and is not listed as a multi-state adviser; it also reports that it is not a capital allocator. Cabana lists affiliations with other types of financial and professional entities, including another investment adviser, a law firm, and an insurance company, which suggests cooperative or referral relationships rather than a standalone product factory. Its ownership is recorded as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices