Overview
Assets Under Management: $1.4 billion
High-Net-Worth Clients: 36
Average Client Assets: $7 million
Frequently Asked Questions
CACTI ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156131), CACTI ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CACTI ASSET MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated January 28, 2025. View client details ↓
According to their SEC Form ADV, CACTI ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
CACTI ASSET MANAGEMENT, LLC manages $1.4 billion in client assets according to their SEC filing dated January 28, 2025.
According to their SEC Form ADV, CACTI ASSET MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.01
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 45
Discretionary Accounts: 41
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 156131
Last Filing Date: 2025-01-28 00:00:00
Website: https://cactipartners.com