CADALYST, LLC

CADALYST, LLC is an SEC-registered investment adviser (CRD 283068). Regulatory assets under management: $2.7M.

Registration

• CRD: 283068
• Type: Registered investment adviser
• Phone: 9419990993
• Latest filing: 2025-04-10
• Regulatory AUM: $2.7M
• Discretionary AUM: $1.2M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283068 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search