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CANE CAPITAL PARTNERS, LLC

CRD 337468File 801-134081
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$284.1M
Below cohort median (national)
Discretionary AUM
$284.1M
Clients
325
622 accounts
Employees
5
Below cohort median in LA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Aug 26, 2025
Principal office
11739 FERDINAND STREET, SAINT FRANCISVILLE, LA, 70775
Phone
281-608-1137

Assets & accounts

ADV Item 5F
Total regulatory AUM
$284.1M
Discretionary AUM
$284.1M
Non-discretionary AUM
$0
Discretionary accounts
622
Non-discretionary accounts
0
Total accounts
622
AUM per client
$874K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$7.7M
Charitable organizationsFewer than 5$1.4M
High net worth individuals109$232.7M
Pension and profit sharing plans6$6.7M
Individuals (other than high net worth individuals)206$35.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees65decreased by1
Apr 1, 2026CustodyNoYes
Apr 1, 2026Clients387325decreased by62
Apr 1, 2026AUM$244,413,870$284,109,433increased by$39,695,563
Apr 1, 2026Accounts387622increased by235
Feb 1, 2026RegistrationAPPROVED-120APPROVED
Jan 1, 2026AUM$0$244,413,870increased by$244,413,870
Jan 1, 2026Accounts0387increased by387
Dec 1, 2025Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CANE CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CANE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.