Cacti Asset Management, LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$28.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 156131
Registered since: March 10, 2011
Website: cactipartners.com
Custodians: U.S. BANK, N.A., PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Insurance Companies57.49%
HNWI19%
Pooled Investment Vehicles13.76%
Charitable Organizations9.75%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cacti Asset Management, LLC is an SEC-registered investment adviser formed in 2011 and organized as a limited liability company. The firm is organized as a hedge-fund manager and serves both high-net-worth individuals and families as well as institutional clients. Its advisory mandate spans separately managed accounts, pooled investment vehicles and institutional portfolios. Cacti charges a mix of asset-based fees, fixed fees and performance-linked fees. The firm does not identify itself as an active ESG investor.