Cannae Portfolio Advisors, LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 310606
- Registered since
- December 7, 2020
- Website
- cannaellc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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