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Catametrics Management, LLC (Westport)


Catametrics Management, LLC is an adviser based in Westport. It manages $150 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Connecticut.

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Catametrics Management provides etf investment strategies for investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Catametrics Management: assets under management

The assets under management (AUM) of Catametrics Management, LLC is $150 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $150 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Catametrics Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westport

The principal office where Catametrics Management, LLC performs its advisory services is located at 55 Greens Farms Road, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-680-0330 or by fax 866-571-8826. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at catametricsmanagement.com.


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