Cassini Capital Management, LLC logo

Cassini Capital Management, LLC

Updated today

Client assets under management

$73,724,968

Clients

39

49% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

13

Very Low

Average account size

$1,890,384

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

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments

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Fee options

Percentage

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)

Performance-based

20% performance allocation on net profits exceeding 1% per quarter with high water mark for Private Funds

Other

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 location

Cassini Capital Management, LLC

1333 N. Adams Street

Tallahassee FL 32303, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Brian C

Series 65

Tallahassee, FL

Cassini Capital Management, LLC

Brian Clark is a financial advisor with Cassini Capital Management, LLC, holding a Series 65 license and bringing nine years of industry experience. He has been with Cassini Capital Management since 2012 and also serves as CTO at Stagger, LLC, where he provides software customization and support. Additionally, he is a board member of Ology Brewing Company, LLC, and is involved in research and development at Dwell Bot, Inc., a company focused on household robot assistants. 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 is notable for operating both pooled funds and separate accounts side-by-side while registered as a Commodity Pool Operator.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Kimberly A

Series 63

Clearwater, FL

Cassini Capital Management, LLC

Kimberly Adams Dipiero is a financial advisor with Cassini Capital Management, LLC, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Cassini since 2021 and previously spent over two decades at Provise Management Group, LLC. Outside of her advisory role, she is the owner of Druid Road, LLC, a real estate business managing office building rentals. Cassini Capital Management manages discretionary separate accounts and private pooled funds for individual clients and financial advisors. The firm employs a combination of fundamental, technical, and cyclical analysis with various instruments to manage risk, and is noted for its role as a registered Commodity Pool Operator and its use of performance-based compensation in its funds.

Options & derivatives strategies Active portfolio management Private / alternative investments
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