KATE CAPITAL LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 329897
- Registered since
- November 13, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kate Capital LLC is organized as a hedge fund adviser that registered with the SEC in 2024 and serves an institutional client base. The firm’s core advisory activity is portfolio management for pooled investment vehicles, and it also functions in sponsor and manager roles — acting as a general partner and as a CPO/CTA or managing member when it operates its pooled structures. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting a structure typical for active, performance-oriented hedge funds. Investment activity is concentrated on pooled vehicles and private placement opportunities. The firm is not positioned as a broad capital allocator to multiple managers; instead it runs its own concentrated strategies inside fund structures and engages with third-party private placement managers for select alternative exposure. Kate Capital LLC is not described as an active ESG investor, and it does not report multi-state adviser status or pension consulting as part of its service mix.
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
1 of 1Thomas Bachner
Chief Compliance OfficerCRD 7718220
Contacts
1 of 1Paul Podolsky
FounderCRD 7996755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, 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
- 10 Wright St
- Time zone
- ET (UTC-5)
- Office locations
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