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KATE CAPITAL LLC
CRD 329897 · SEC 801-131461
10 WRIGHT STREET, 2ND FLOOR, WESTPORT, CT, 06880, United States
Phone
203-216-9667
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.8M
Discretionary AUM
$206.8M
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $206.8M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD