| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Peter Krause Control | Managing Member / Cco | 25-50% | 2023 |
| Carleen Acosta | Principal | 5-10% | 2023 |
| Darien Lee Horton | Principal | 10-25% | 2023 |
Cascade Financial Partners, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Cascade Financial Partners, LLC reports 8 employees.
Cascade Financial Partners, LLC is based in San Diego, CA and has been SEC-registered since 2023.
Cascade Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3579 Valley Centre Drive, Suite 125, San Diego, CA 92130 |
| Phone | 858-379-6701 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2021208 |
| Discloses disciplinary history | No |
| Discretionary | $1.13B |
| Non-discretionary | $27.5M |
| Total (RAUM) | $1.16B |