Cadia Private Client LLC

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Assets, Funds, Holdings

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Cadia Private Client LLC
CRD #337400
SEC #801-134227
CIK #0002135817
AUM 192.5 M (2026-02-24)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone973-993-6300
Address1 Gatehall Drive
Parsippany, NJ 07054
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
200160120804002010201520212027
Sector Form 13F Holdings Value ($M)
J P Morgan Chase & Co 2.8
Nvidia Corp 2.2
Apple Inc 2.2
Tesla Motors Inc 1.6
Halozyme Therapeutics Inc 1.4
Amazon Com Inc 0.9
Microsoft Corp 0.9
Alphabet Inc 0.7
 
 
 
Holdings by Sector ($M)
13010478522602025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 76 27.0
(b) Individuals (high net worth individuals) 46 152.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 12.8
(n) Other 0 0.0
Total 487 192.5
By Discretionary
Discretionary 487 192.5
Non-Discretionary 0 0.0
Total 487 192.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 192.5
Total 487 192.5
EDGAR Form CIK 2011 - 2026
13F-HR [0002135817]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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