Kate Capital LLC
Kate Capital LLC is an SEC-registered asset manager in Westport, CT with $206.8M assets under management (AUM, regulatory AUM), -5% over one year. See who owns Kate Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329897, SEC 801-131461, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $206.8M (2026-03-31)
- Firm type
- Asset Manager
- Location
- Westport, CT
- Employees
- 8
- Clients
- 5
- CRD
- 329897
- Ownership
- Bachner, Thomas, Jared; Podolsky, Paul, Gregory
How much AUM does Kate Capital LLC have?
Kate Capital LLC reported $206.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kate Capital LLC?
Disclosed owners and executives of Kate Capital LLC include Bachner, Thomas, Jared, Podolsky, Paul, Gregory. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.