Catsgame Capital LLC

RIASEC Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$336K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309608
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Catsgame Capital LLC is a small, owner-operated advisory firm that provides portfolio management for individuals and small businesses. The firm’s stated client focus is individual and family accounts, and it operates under a performance-based fee structure. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments. Catsgame Capital is not positioned as an ESG-first adviser and does not present itself as a multi-state or pension consultant adviser. The firm does allocate to alternatives, specifically real estate, through third-party managers. Investment behavior looks to be straightforward and equity-centric: concentrated exposure to exchange-traded stocks and ETFs for core portfolios, supplemented by selected real estate allocations to add diversification and return streams beyond public markets. The small scale of the business and single-custodian setup suggest a lean operating model and direct management of client relationships and portfolios.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • Dylan Cohan

    Dylan Cohan

    Managing MemberCRD 7281208

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth