Cacti Asset Management, LLC
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
FINTRXOverview
Cacti Asset Management, LLC is a privately owned LLC that operates with a hedge fund orientation and serves both individual/family and institutional clients. The firm is registered with the SEC (initial registration in 2011). Its advisory work spans portfolio management for individuals and small businesses, pooled investment vehicles, and portfolios for businesses or institutions. Cacti charges a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. The firm reports an equity-first investment preference and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1Joshua Pechter
Chief Compliance OfficerCRD 5896390
Contacts
3 of 5Meredith Pechter
MemberCRD 5899891
Grayson Pechter
MemberCRD 5899955
Truen Pechter
MemberCRD 5899956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$27.1M in ETFs
100%
$27.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $19.3M | 25,295 | 71.28% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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