Cassini Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,724,968
Clients
39
Advisors
2
of 2 employees
About
Cassini Capital Management manages discretionary separate accounts for individual clients and financial advisors and also operates two private pooled funds (one onshore limited partnership and one offshore vehicle). The firm is small by headcount and scale, overseeing a concentrated client base across three advisory representatives and reporting under $100 million in assets under management.
The firm’s investment work blends fundamental, technical, and cyclical analysis and employs a range of instruments, including options, futures, and short positions, to manage volatility and sector risk. Its separate account program emphasizes a volatility-hedged U.S. Treasury approach, while the funds pursue absolute returns using a proprietary roll‑yield strategy and active portfolio monitoring.
What distinguishes Cassini from many peers is its role as a registered Commodity Pool Operator and NFA member, and its combination of pooled private funds with separate managed accounts managed side‑by‑side. The firm also charges performance‑based compensation for its funds (with a high‑water mark provision) and discloses formal trade‑allocation policies intended to address conflicts that arise from managing both funds and individual client accounts.
Client services
Expertise
Fee options
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
Main office
1333 N. Adams Street
Tallahassee FL 32303
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Forms ADV
Advisors at this firm
Paul W
Series 66
Tallahassee, FL
Cassini Capital Management, LLC
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.
Brian C
Series 65
Tallahassee, FL
Cassini Capital Management, LLC
Brian Clark is a financial advisor at Cassini Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cassini since 2012. Outside of his advisory role, Clark serves on the board of Ology Brewing Company, LLC, and is involved as CTO of Stagger, LLC and Dwell Bot, Inc., a company focused on research and development for a household robot assistant. Cassini Capital Management manages discretionary separate accounts for individuals and financial advisors, as well as two private pooled funds. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage volatility and sector risk, and distinguishes itself through its status as a registered Commodity Pool Operator and its side-by-side management of pooled funds and separate accounts.
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