CAYMAN CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN RAFAEL, California
CRD number
299894
Fee structure
Fixed Fees
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Cayman Capital Management, Inc. is an individually owned corporate adviser that operates as a capital allocator and a cross-disciplinary financial services firm. The firm combines advisory work with brokerage activities in real estate and insurance and also acts as a salesperson of other financial products. Its advisory remit, as reported, centers on financial planning and the selection of third-party advisers rather than traditional discretionary portfolio management. The firm bills on a fixed-fee basis rather than a percentage of assets. It is not positioned as an active ESG investor and is not registered as a multi-state adviser; other advisory roles such as pension consulting and related-adviser relationships are not indicated. Cayman Capital appears to emphasize sourcing and coordinating external managers and product providers to meet client objectives rather than running extensive in-house discretionary strategies.

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

1 of 1
  • DENNIS NOSS

    Founder & CEOCRD 4792025

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

SAN RAFAEL, CA

MARIN

Location

SAN RAFAEL, CA

Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
80 Belvedere St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth