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Kate Capital LLC

● SEC registered since 2024CRD 329897SEC# 801-131461Westport, CT
Export (members)
Ranks #4,681 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$218.7M
Fund GAV
$18.7M
Private funds
1
Employees
7
Accounts
5
Location
Westport, CT

Kate Capital LLC assets under management

Kate Capital LLC is an investment advisory firm registered with the SEC based in Westport, CT. The firm has been registered since 2024. It reports $218.7 million in regulatory assets under management and employs 7 people. Kate Capital LLC manages 1 private fund with combined gross assets of $18.7 million, including Kate Global Master Fund LP. By regulatory assets, it ranks 4,681 of 5,911 private fund managers.

Kate Capital LLC private funds

1 funds · $18.7M GAV
FundTypeGross assetsMin.
Kate Global Master Fund LPHedge$18.7M$250K

Kate Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Paul Gregory Podolsky ControlManaging Member And Chief Investment OfficerOver 75%2024
Thomas Jared BachnerChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Kate Capital LLC manage?

Kate Capital LLC reports $218.7 million in regulatory assets under management on its Form ADV.

How many private funds does Kate Capital LLC manage?

Kate Capital LLC manages 1 private funds with combined gross assets of $18.7 million.

How many employees does Kate Capital LLC have?

Kate Capital LLC reports 7 employees.

Where is Kate Capital LLC located?

Kate Capital LLC is based in Westport, CT and has been SEC-registered since 2024.

Does Kate Capital LLC disclose fund performance?

Kate Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Wright Street, 2nd Floor, Westport, CT 06880
Phone203-216-9667
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$218.7M
Non-discretionary$0
Total (RAUM)$218.7M

Service providers

Auditor
Administrator