CANNAE PORTFOLIO ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$859M
Discretionary
$859M
100% of AUM
Avg account
$215M
Accounts
4
Employees
16
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
310606
Registered since
December 7, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cannae Portfolio Advisors, LLC is a hedge fund–style advisor organized as an LLC and registered with the SEC in 2020. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member capacities for those vehicles. Its fees combine a percentage of assets under management with performance-based compensation, consistent with a traditional hedge fund alignment. Cannae does not identify as an active ESG investor and is not reported as a multi-state adviser or pension consultant.

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

Owners & executives

3 of 3
  • JONATHAN SEYMOUR

    President and CIOCRD 2400892

  • TODD BODINE

    Chief Operating OfficerCRD 2387044

  • Michael Luper

    Chief Financial Officer & Chief Compliance OfficerCRD 2499635

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Station Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth