CANNAE PORTFOLIO ADVISORS, LLC

2 American Lane
Greenwich, Connecticut 06831
Tel: 203-496-5224

About CANNAE PORTFOLIO ADVISORS, LLC

CANNAE PORTFOLIO ADVISORS, LLC, formally registered with the SEC as CANNAE PORTFOLIO ADVISORS, LLC. The firm was established in 12/07/2020. They have over 1 offices throughout the country.

CANNAE PORTFOLIO ADVISORS, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $863,521,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310606
SEC#	801-119937
Assets Managed by Firm	$863,521,000
No. of Clients	5
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based
Other (ANNUALLY NEGOTIATED MANAGEMENT FEE)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$863,521,000

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