Cahaba Capital

RIASEC Registered
Total AUM
$21.7M
Discretionary
$0
0% of AUM
Avg account
$21.7M
Accounts
1
Employees
1
Advisory reps
3

Firm details

Headquarters
,
CRD number
286264
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cahaba Capital operates as a limited liability company that functions primarily as a private equity manager. The firm’s stated activity is portfolio management for pooled investment vehicles, and its client base is institutional. Ownership is listed as individual, and the firm charges fees that include a percentage of assets under management alongside other fee arrangements. Cahaba Capital is not identified as an active ESG investor, is not a multi‑state adviser, and is not described as a capital allocator or pension consultant. The year of SEC registration is not specified in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jeffrey Brooks

    ShareholderCRD 7079515

  • Reggie Mobley

    Managing PrincipalCRD 1941998

  • Patrick Sullivan

    CRD 4332110

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth