Cadalyst, LLC

Overview

Cadalyst, LLC is a small, independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm charges clients on a percentage-of-assets basis and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is concentrated in equities, with a preference for exchange-traded instruments. Cadalyst, LLC does not position itself as an ESG-focused manager and operates without a multi-state advisory footprint. Given its scale, the firm appears to run a compact, relationship-driven practice: investment decisions emphasize publicly traded equities and exchange-traded funds for implementation, while financial planning and customized portfolio management underpin client relationships.

Assets & Accounts

Public Holdings

Location & Offices