K
Kasanda Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,693,109
Clients
21
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$175,862
About
Kasanda Capital offers portfolio management and financial planning services to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm prepares an Investment Policy Statement for each client and provides discretionary portfolio management alongside one‑time and ongoing financial planning services, and its most recent brochure reports no assets under management.
The firm combines multiple methods of analysis — including charting, cyclical and fundamental analysis, modern portfolio theory, and technical analysis — and employs long‑ and short‑term trading as well as options strategies. Kasanda Capital generally seeks discretionary trading authority, conducts quarterly account reviews, and requires clients to custody accounts through a specified institutional custodian.
Notable distinctions include the firm’s use of hourly billing for financial planning in addition to asset‑based advisory fees, a practice that is uncommon among peers in this adviser category. The firm is newly formed and operates with a single management person who also engages in insurance sales and other business activities; the brochure discloses that insurance compensation presents a potential conflict of interest that the firm says it will disclose and manage, and it also discloses that it does not aggregate client trades.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Annuities
Fee options
Fixed financial planning fees between $500 and $5,000
$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
Advisors accept commissions from sale of investment products and insurance products; commissions are not primary source of compensation
Hourly financial planning fees between $25 and $50 per hour
Fee-only: Fixed financial planning fees between $500 and $5,000; hourly financial planning fees between $25 and $50 per hour
Main office location
Kasanda Capital
200 Vesey St., Fl 24
New York NY 10281, United States
Number of offices
2
Most active in
Kasanda Capital has reported serving >5 clients in these states in the last 12 months.
New York
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:
-
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.
-
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.
Forms ADV
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