C
Cane Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$244,413,870
This total excludes 11 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
376
22% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
94
Average account size
$650,037
About
Cane Capital Partners, LLC provides investment advisory services to individuals (both non-high-net-worth and high-net-worth), pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management (both discretionary and non-discretionary), financial planning, and IRA rollover advice and generally charges percentage-of-assets fees for its services.
CCP develops an Investment Policy Statement for each client and uses fundamental and cyclical analysis to guide portfolio construction, employing a mix of long- and short-term trading, margin transactions, and options strategies. The firm discloses specific option-based and tax-management techniques — including taxable swaps and an options overlay aimed at generating 5–7% annualized income — and may engage a third-party manager (Convexitas, LLC) to implement customized derivatives overlays and tail-risk hedges.
Compared with many peers, CCP emphasizes active use of derivatives and formalized external manager arrangements for options overlays, a capability that is less common among similar team firms. The brochure also discloses that principal advisors maintain ownership interests in multiple outside business ventures (real estate, development, and other operating companies), and states that these relationships are managed through the firm’s compliance policies as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% $4,000,001+: 0.75%
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Cane Capital Partners, LLC
11739 Ferdinand Street
Saint Francisville LA 70775, United States
Number of offices
1
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