Weatherhelm Capital Management LLC
● SEC registered since 2015CRD 175019SEC# 801-81110Cambridge, NY
Reg. AUM
$90.6M
Employees
4
Accounts
211
Location
Cambridge, NY
Weatherhelm Capital Management LLC assets under management
Weatherhelm Capital Management LLC is a registered investment adviser overseen by the SEC based in Cambridge, NY. The firm has been registered since 2015. It reports $90.6 million in regulatory assets under management and employs 4 people.
Weatherhelm Capital Management LLC owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Weatherhelm Capital Management LLC manage?
Weatherhelm Capital Management LLC reports $90.6 million in regulatory assets under management on its Form ADV.
How many employees does Weatherhelm Capital Management LLC have?
Weatherhelm Capital Management LLC reports 4 employees.
Where is Weatherhelm Capital Management LLC located?
Weatherhelm Capital Management LLC is based in Cambridge, NY and has been SEC-registered since 2015.
Does Weatherhelm Capital Management LLC disclose fund performance?
Weatherhelm Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$90.6M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$90.6Mregulatory AUM
Discretionary $87.5MNon-discretionary $3.1M