RIA Intelligence

KATE CAPITAL LLC

CRD #329897 SEC #801-131461 WESTPORT, CT 203-216-9667
SEC Registered Private Funds
Total AUM
$218.7M
Discretionary
$218.7M
Employees
7
Clients
0
Accounts
5

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 1, 2025
Branch Offices
0
LEI
2549003ZW9L6Q09X2G44

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Bachner, Thomas, JaredICHIEF COMPLIANCE OFFICERNA
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryICHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control
Podolsky, Paul, GregoryIMANAGING MEMBER AND CHIEF INVESTMENT OFFICERE Control

Registrations

Federal

IA
Dec 1, 2025 REGISTERED

Notice Filings (1)

CT

Address

10 WRIGHT STREET
2ND FLOOR
WESTPORT, CT 06880
United States
Phone: 203-216-9667