Advisor at Cassini Capital Management, LLC
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Firm
Cassini Capital Management, LLC
Location
Tallahassee, FL 32303
Credentials
Series 65
Industry experience
9 years
Brian Clark is a financial advisor with Cassini Capital Management, LLC, holding a Series 65 license and bringing nine years of industry experience. He has been with Cassini Capital Management since 2012 and also serves as CTO at Stagger, LLC, where he provides software customization and support. Additionally, he is a board member of Ology Brewing Company, LLC, and is involved in research and development at Dwell Bot, Inc., a company focused on household robot assistants. Cassini Capital Management manages discretionary separate accounts for individuals and financial advisors, as well as two private pooled funds. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage volatility and sector risk, and is notable for operating both pooled funds and separate accounts side-by-side while registered as a Commodity Pool Operator.
Based on Cassini Capital Management, LLC
Less than $250,000 - $250,000: 1.5% per annum (0.375% quarterly) $250,000 - $1,000,000: 1.25% per annum (0.3125% quarterly) $1,000,001 - $2,000,000: 1.0% per annum (0.25% quarterly) Greater than $2,000,000+: 0.8% per annum (0.20% quarterly)
20% performance allocation on net profits exceeding 1% per quarter with high water mark for Private Funds
Account minimum: $25,000 for managed Accounts; $1,000,000 for Private Funds Fee-only: Management fees and performance-based fees as described; no commissions
1333 N. Adams Street
Tallahassee, FL 32303
Florida
Stagger, LLC
2014 - Present (12 years)
Cassini Capital Management, LLC
2012 - Present (14 years)
Epyon Technologies, Inc.
2006 - Present (20 years)
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Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Tallahassee, FL
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Proper Wealth
CFP®, Series 63, Series 66
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Proper Wealth
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Tallahassee, FL
Cassini Capital Management, LLC
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