Overview
Assets Under Management: $165 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 5
Average Client Assets: $28 million
Frequently Asked Questions
CAIN CAPITAL L.L.C. 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 #113592), CAIN CAPITAL L.L.C. is subject to fiduciary duty under federal law.
CAIN CAPITAL L.L.C. is headquartered in DALLAS, TX.
CAIN CAPITAL L.L.C. serves 5 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, CAIN CAPITAL L.L.C. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
CAIN CAPITAL L.L.C. manages $165 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, CAIN CAPITAL L.L.C. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.14
Average High-Net-Worth Client Assets: $28 million
Total Client Accounts: 96
Discretionary Accounts: 96
Regulatory Filings
CRD Number: 113592
Last Filing Date: 2025-02-25 00:00:00
Website: https://caincapital.com