CAIN CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2002
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$1.9M
Accounts
92
Employees
4
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
113592
Registered since
February 25, 2002
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • HNWI86.33%
  • Pooled Investment Vehicles13.03%
  • Individuals0.64%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Cain Capital Management, LP is a privately owned investment adviser that manages concentrated capital for a small number of high-net-worth individuals, families and select institutional clients. The firm’s advisory activities emphasize discretionary portfolio management for both individual accounts and pooled investment vehicles, and it also performs selection of other advisers. Cain Capital structures compensation to include fixed fees and performance-based fees, which suggests an orientation toward active, outcome-focused management. The firm does not position itself as an ESG investor. Cain Capital also sponsors and serves as general partner/managing member of pooled vehicles, indicating it both allocates to third-party managers and runs its own funds. That dual role shapes how the firm sources exposure and integrates externally managed strategies with proprietary pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 40%, Other 32%, Exchange Traded Equities 12%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 5%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%40%
  • Private Funds40%
  • Other32%
  • Exchange Traded Equities12%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • HUGH HENNESY

    Chief Compliance Officer And Chief Financial OfficerCRD 5512754

  • KEVIN PARKER

    Chief Operating OfficerCRD 6091788

Contacts

1 of 1
  • ROD JONES

    Managing MemberCRD 2401144

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
300 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth