WEATHERHELM CAPITAL MANAGEMENT LLC
CRD #175019 SEC #801-81110 CAMBRIDGE, NY 518-407-3886
SEC Registered
Total AUM
$82.8M
Discretionary
$80.7M
Employees
5
Clients
--
Accounts
204
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KASTNER, JASON, CLARK | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KASTNER, JASON, CLARK | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KASTNER, JASON, CLARK | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KASTNER, JASON, CLARK | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KASTNER, JASON, CLARK | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KASTNER, JASON, CLARK | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KASTNER, J, C | I | MANAGING MEMBER & CCO | E | Control |
| KASTNER, J, C | I | MANAGING MEMBER & CCO | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| KASTNER, JASON, CLARK | I | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | E | Control |
| WEATHERHELM HOLDINGS, LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| WEATHERHELM HOLDINGS, LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| WEATHERHELM HOLDINGS, LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| WEATHERHELM HOLDINGS, LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| WEATHERHELM HOLDINGS, LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| WEATHERHELM HOLDINGS, LLC | DE | HOLDING COMPANY & MANAGING MEMBER | E | Control |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| WEATHERHELM LTD | DE | OWNER | E | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A | |
| FAMILY LEGACY PARTNERS | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM LTD | F | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, JASON, CLARK | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM HOLDINGS, LLC | D | Control |
| KASTNER, LYNN, MARIE | I | WEATHERHELM HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Jun 13, 2025 REGISTERED
Notice Filings (10)
AZ CA FL NH NY OH RI TX VT WA
Address
5 WASHINGTON STREETSUITE 1
CAMBRIDGE, NY 12816
United States
Phone: 518-407-3886