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 a hedge-fund–structured advisory firm that focuses on managing pooled investment vehicles for institutional investors. The firm is organized as a limited liability company with individual ownership and is registered with the SEC in 2024. Its advisory activity centers on portfolio management for pooled vehicles, and it operates in roles typical to fund sponsors — including acting as a CPO/CTA and as sponsor, general partner, or managing member of pooled structures. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.
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
Location
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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