CA PARTNERS LLC
Adviser information for CA PARTNERS LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114604 |
|---|---|
| SEC ERA File Number | 802-114604 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 121742 |
| Legal Entity Identifier | None |
Principal Office
301 COMMERCE STREETSUITE 1300
FORT WORTH
TX
United States
Monday - Friday, 9:00A.M. TO 5:00P.M.
Tel: 817- 332-1600, Fax: None
Websites
Chief Compliance Officer
SCOTT KLEBERG
SOLE AND MANAGING MEMBER, CHIEF INVESTMENT OFFICER
301 COMMERCE STREET
SUITE 1300
FORT WORTH
TX
United States
Tel:
817-332-1600
Fax:
817-336-7523
S*******@******************M
(Full email address available in API data)
Industry Affiliates
| BLUESTEM PARTNERS LP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAM FUND, LP | Venture Capital Fund | $26.9M | $1.0M | 20 |
| CAM GOLD INVESTORS, LLC | Venture Capital Fund | $0.7M | $1.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CA PARTNERS HOLDING COMPANY LLC | Domestic Entity | – | SOLE MEMBER | 01/2004 | > 75% |
| CA HOLDINGS LLC | Domestic Entity | – | MANAGER | 01/2007 | < 5% |
| KLEBERG, SCOTT, MASTERSON | Individual | CA PARTNERS HOLDINGS COMPANY LLC | SOLE AND MANAGING MEMBER, CHIEF INVESTMENT OFFICER | 01/2007 | > 75% |
| KLEBERG, SCOTT, MASTERSON | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | < 5% |