Advisor at Cassini Capital Management, LLC
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Firm
Cassini Capital Management, LLC
Location
Tallahassee, FL 32303
Credentials
Series 66
Industry experience
10 years
Paul Woodward is a financial advisor at Cassini Capital Management, LLC in Tallahassee, FL, holding a Series 66 designation with nine years of industry experience. He has been with Cassini since 2012. Outside of his advisory role, Woodward serves on the board of Ology Brewing Company, LLC, and is the CEO of Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors, employing a blend of fundamental, technical, and cyclical analysis. The firm is noted for combining pooled funds with separate managed accounts and for its status as a registered Commodity Pool Operator and NFA member.
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
Cassini Capital Management, LLC
2012 - Present (14 years)
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Is active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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