Ex Cathedra LLC logo

Ex Cathedra LLC

Updated today

Client AUM

$0

Clients

0

Advisors

2

of 2 employees

About

Ex Cathedra is an investment manager that implements quantitative, automated trading strategies for qualified and accredited investors and pooled capital accounts. Its strategies operate across liquid instruments—including U.S. and international equities, debt securities, futures, options, foreign exchange, and related derivatives—and are managed on a discretionary basis.

The firm relies on proprietary mathematical and statistical models developed with academic counterparties and staff holding advanced degrees; strategies are split into fixed‑income and speculative components, with the speculative sleeve designed to be market‑neutral (target beta around 0.3). Clients must explicitly consent to the use of leverage, and the firm discloses that speculative strategies may use long‑term average leverage near 3:1; the brochure also notes the firm uses derivatives within separately managed accounts, an approach that is uncommon among peers.

Notable operational features include registration as a Commodity Trading Adviser and membership in the NFA, an owner‑operated governance structure with internal mitigations for self‑supervision, and unusually detailed monthly reporting that lists all trades and mark‑to‑market outcomes. The firm reported no regulatory assets under management as of July 18, 2024, and reserves the right to tailor investment guidelines to individual investor requirements.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Factor investing / smart beta

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Fee options

Performance-based

Performance allocation up to 20% of net profits (realized and unrealized) over six-month periods, payable semiannually and upon withdrawals outside those periods.

Other

Account minimum: $25,000, but negotiable or waivable at the Firm's discretion

Main office

501 East Las Olas Blvd, Ste 300

Fort Lauderdale FL 33301

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

Quick links

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