KASANDA CAPITAL

Overview

Kasanda Capital is a small, independent registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is tilted toward public equities, with portfolio construction that emphasizes exchange-traded securities as the core holding type. Kasanda Capital also supplements public-market exposure with third‑party private placements and uses annuities and mutual funds where appropriate for income, diversification or client-specific objectives. Given the firm’s scale and client base, investment decisions appear client‑centered and execution-focused rather than institutional in scope. The adviser manages portfolios directly on a discretionary basis for most clients, and it allocates selectively to private placement opportunities when those fit a client’s risk profile and accreditation status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices