| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Clark Kastner Control | Member & Chief Compliance Officer | Under 5% | 2023 |
| Weatherhelm Holdings, LLC Control | Holding Company & Managing Member | Over 75% | 2023 |
| Jason Clark Kastner Control | Managing Director | 50-75% | 2023 |
Weatherhelm Capital Management LLC reports $82.8 million in regulatory assets under management on its Form ADV.
Weatherhelm Capital Management LLC reports 5 employees.
Weatherhelm Capital Management LLC is based in Cambridge, NY and has been SEC-registered since 2015.
Weatherhelm Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5 Washington Street, Suite 1, Cambridge, NY 12816 |
| Phone | 518-407-3886 |
| Fax | 518-667-7398 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $80.7M |
| Non-discretionary | $2.1M |
| Total (RAUM) | $82.8M |