Cannae Advisors LLC is a large advisory firm based in Greenwich. It manages $240.03 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.
Cannae Advisors provides portfolio management for pooled investment vehicles and co-adviser to a private investment fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cannae Advisors LLC is $240.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cannae Advisors LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cannae Advisors LLC performs its advisory services is located at Two American Lane, Greenwich, CT 06836, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-861-3279 or by fax 203-861-3243. The normal business hours are 9:00am-5:00pm on Monday - Friday.