SourcingSourcing

CADEN CAPITAL PARTNERS, LP

B54
CRD 317442·SEC 801-122872
AUM
$340.0M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CADEN CAPITAL PARTNERS, LP
CRD
317442
SEC file #
801-122872
EIN
871120356
DBA names
—

Economics

AUM
$340.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$344.8M → $340.0M▼ -1%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
4 advisors → 1 advisors▼ -75%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/caden-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMON, BARRY, JASON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SIMON, BARRY, JASON
CADEN CAPITAL PARTNERS GP, LLC
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:caden.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001893767
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001893767-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley12
Northern Trust4
E*trade4
Edgar Addresses
Mailing
2912 2ND STREETSANTA MONICA, CA 90405
Business
2912 2ND STREETSANTA MONICA, CA 90405
Edgar EIN
871120356
Edgar Recent Filings
13F-HR2026-05-15 · 0001893767-26-000005
13F-HR2026-02-17 · 0001893767-26-000004
Firm Has Custody
Yes
Top Owner CRD
7464029
Trust Company Affiliate
Yes

People (1)

1
SIMON, BARRY, JASON
Direct Owner · 87.5%
7464029