Cat Partners, LLC is a large advisory firm based in Darien. It manages $73.54 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.
Cat Partners provides portfolio management for pooled investment vehicles. 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 Cat Partners, LLC is $73.54 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cat Partners, LLC for their services and products based on a percentage of assets under management and 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 Cat Partners, LLC performs its advisory services is located at 20 West Avenue, Darien, CT 06820, which is also the mailing address of the firm. An additional office of the firm is in Durango, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-656-8032 or by fax 203-656-8040. The normal business hours are 9:00am to 5:00pm on Monday - Friday.