Kate Capital LLC
● SEC registered since 2024CRD 329897SEC# 801-131461Westport, CT
Ranks #5,074 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$206.8M
Fund GAV
$47.4M
Private funds
1
Employees
8
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 $206.8 million in regulatory assets under management and employs 8 people. Kate Capital LLC manages 1 private fund with combined gross assets of $47.4 million, including Kate Global Master Fund LP. By regulatory assets, it ranks 5,074 of 6,004 private fund managers.
Kate Capital LLC private funds
1 funds · $47.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Kate Global Master Fund LP | Hedge | $47.4M | $250K |
Kate Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Gregory Podolsky Control | Managing Member And Chief Investment Officer | Over 75% | 2024 |
| Thomas Jared Bachner | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Kate Capital LLC manage?
Kate Capital LLC reports $206.8 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 $47.4 million.
How many employees does Kate Capital LLC have?
Kate Capital LLC reports 8 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
| Address | 10 Wright Street, 2nd Floor, Westport, CT 06880 |
| Phone | 203-216-9667 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.8M▼ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$206.8Mregulatory AUM
Discretionary $206.8M
Service providers
Auditor
Prime broker
Custodian
Administrator