Weatherhelm Capital Management LLC
Weatherhelm Capital Management LLC is an SEC-registered ria in Cambridge, NY with $90.6M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Weatherhelm Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175019, SEC 801-81110, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $90.6M (2026-03-18)
- Firm type
- Ria
- Location
- Cambridge, NY
- Employees
- 4
- Clients
- 77
- CRD
- 175019
- Ownership
- KASTNER, JASON, CLARK; WEATHERHELM LTD; KASTNER, J, C; WEATHERHELM HOLDINGS, LLC; FAMILY LEGACY PARTNERS
How much AUM does Weatherhelm Capital Management LLC have?
Weatherhelm Capital Management LLC reported $90.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Weatherhelm Capital Management LLC?
Disclosed owners and executives of Weatherhelm Capital Management LLC include KASTNER, JASON, CLARK, WEATHERHELM LTD, KASTNER, J, C, WEATHERHELM HOLDINGS, LLC, FAMILY LEGACY PARTNERS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.