Overview
Assets Under Management: $1.4 billion
High-Net-Worth Clients: 36
Average Client Assets: $7 million
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