SAINT FRANCISVILLE, LACRD 337468Latest ADV March 31, 2026
Cane Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Francisville, LA. Its latest Form ADV filing, dated March 31, 2026, reports $284M in regulatory assets under management, 5 employees, and 622 accounts.
Assets Under Management
$284M
Employees
5
Offices
--
Total Clients
325
Primary office
SAINT FRANCISVILLE, LA
11739 FERDINAND STREET, SAINT FRANCISVILLE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
206
2
HNWI
33.5%
109
3
Pension Plans
1.8%
6
4
Charitable
0.6%
2
5
Corporations
0.6%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 31, 2026
Discretionary100.0%
$284M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$284M
Total Accounts622
10Y AUM Change+$284M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee65:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.