CANE CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAINT FRANCISVILLE, Louisiana
- CRD number
- 337468
- Registered since
- August 26, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.9%
- Individuals12.54%
- Corporations / Businesses2.71%
- Pension & Profit Sharing Plans2.36%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Cane Capital Partners, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2025. The firm acts as a capital allocator for both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory services include financial planning, model and discretionary portfolio management for individuals, small businesses and institutions, and the selection or oversight of third‑party managers. Cane Capital Partners is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities81%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds2%
- Derivatives2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2CHRISTOPHE LEVASSEUR
Principal and Chief Investment OfficerCRD 3240130
CANDICE LIGHTFOOT
Chief Compliance OfficerCRD 4885526
Contacts
3 of 3HUGH UHALT
Investment Advisor RepresentativeCRD 2447882
MICHAEL WORD
Investment Advisor RepresentativeCRD 2335732
Matthew Word
Equity TraderCRD 8033363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$30.8M in ETFs
98%
$30.2M
2%
$617K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $2M | 4,499 | 6.37% |
Location
SAINT FRANCISVILLE, LA
WEST FELICIANA
Location
SAINT FRANCISVILLE, LA
Headquartered in SAINT FRANCISVILLE, LA, in the South of the United States.
- Region
- South
- County
- WEST FELICIANA
- Address
- 11739 Ferdinand St
- Time zone
- CT (UTC-6)
- Office locations
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