Cane Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, insurance, and tax planning.
Cane Capital Partners reports 325 clients. They include 206 individual clients, 109 high-net-worth individuals, and 6 pension and profit-sharing plans. Of its assets, 100.0% ($284M across 622 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 13% |
| High-net-worth individuals | 34% | 82% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 206 | $35.6M | 12.5% | $173K |
| High-net-worth individuals | 109 | $233M | 81.9% | $2.13M |
| Pension and profit-sharing plans | 6 | $6.69M | 2.4% | $1.12M |
| Charitable organizations | Fewer than 5 | $1.4M | 0.5% | $701K |
| Corporations and other businesses | Fewer than 5 | $7.71M | 2.7% | $3.86M |
| Total | 325 | $284M | 100% | — |
- Clients
- 206
- Regulatory AUM
- $35.6M
- AUM share
- 12.5%
- Avg. per client
- $173K
- Clients
- 109
- Regulatory AUM
- $233M
- AUM share
- 81.9%
- Avg. per client
- $2.13M
- Clients
- 6
- Regulatory AUM
- $6.69M
- AUM share
- 2.4%
- Avg. per client
- $1.12M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.4M
- AUM share
- 0.5%
- Avg. per client
- $701K
- Clients
- Fewer than 5
- Regulatory AUM
- $7.71M
- AUM share
- 2.7%
- Avg. per client
- $3.86M
Total
- Clients
- 325
- Regulatory AUM
- $284M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cane Capital Partners charges 0.75%–1.50% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.50% |
| $2M–$4M | 1.25% |
| $4M and above | 0.75% |
Fee details and sources
Christophe Levasseur owns 50% to 75% of Cane Capital Partners. The leadership team of Cane Capital Partners includes Chief Compliance Officer Candice Lightfoot. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 soliciting firms
- Owns 50% to 75% of Cane Capital Partners, LLC
Christophe Levasseur
Control person · since June 2025
- Owns 50% to 75% of Cane Capital Partners, LLC
Michael Word
Control person · since June 2025
Besides its headquarters, Cane Capital Partners has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 11739 Ferdinand Street, Saint FrancisvilleHQ
Contact and registration details
- Legal name
- Cane Capital Partners, LLC
- Headquarters
- 11739 Ferdinand Street, Saint Francisville, LA 70775
- Website
- canecapitalpartners.com
- Phone
- 281-608-1137
- SEC file
- 801-134081
- Founded
- 2025
- Structure
- Louisiana LLC
- Fiscal year end
- December
Cane Capital Partners’ named custodian for separately managed accounts is Charles Schwab ($278M). Cane Capital Partners has custody of $126M for 129 clients.
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $278M100%
At year end, Cane Capital Partners’ separately managed accounts were mostly in stocks (81%) and funds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $253M across 133 positions; the largest are Alphabet Inc. (6.9%), Amazon Com Inc. (4.9%) and Advanced Micro Devices Inc. (4.8%).
What the accounts hold
- Stocks81%
- Funds13%
- Registered funds12%
- Pooled vehicles1%
- Bonds2%
- Cash2%
- Other2%
- Derivatives2%
How many clients does Cane Capital Partners have?
Cane Capital Partners has 325 clients and manages $284 million for them, as of March 2026. They include 206 individual clients, 109 high-net-worth individuals, and 6 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Cane Capital Partners offer?
Cane Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cane Capital Partners charge?
Cane Capital Partners charges 0.75%–1.50% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: CANE CAPITAL FORM ADV PART 2A 2026.02, filed 31 March 2026
Which custodians does Cane Capital Partners use?
Cane Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Cane Capital Partners have?
Cane Capital Partners has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cane Capital Partners invest in?
At the end of its last fiscal year, Cane Capital Partners’ separately managed accounts held 81% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds, 2% derivatives, 2% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cane Capital Partners?
Cane Capital Partners’ direct owners are Christophe Levasseur (50% to 75%) and Michael Word (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Cane Capital Partners get paid?
Cane Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cane Capital Partners?
Cane Capital Partners’ main office is at 11739 Ferdinand Street, Saint Francisville, LA 70775. Its phone number is 281-608-1137. Its website is canecapitalpartners.com.