Cacti Asset Management, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 43
- Avg AUM / client
- $42.4M
- Accounts
- 63
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jan 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $346M | 19.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $251M | 13.8% |
| Charitable organizations | 6 | $178M | 9.75% |
| Insurance companies | Fewer than 5 clients | $1.0B | 57.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $188M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cacti Partners, Lp | Hedge Fund | Delaware | $188M | 27 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pechter, Joshua, Steven | Chief Compliance Officer | Mar 2001 (25y) | 50% – 75% | |
| Pechter, Meredith, Grace | Member | Mar 2001 (25y) | 5% – 10% | |
| Pechter, Grayson, Samuel | Member | May 2005 (21y) | 5% – 10% | |
| Pechter, Truen, Frederick | Member | May 2005 (21y) | 5% – 10% | |
| Pechter, Hollace, Charles | Member | Apr 2007 (19y) | 5% – 10% | |
| Pechter, Rowan, Grace | Member | Mar 2009 (17y) | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $188M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cacti Partners, Lp | Hedge Fund | $188M | $1.0M | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/17/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $1.0B (55% of AUM) Jan 2026
- Pershing $657M (36% of AUM) Jan 2026
- Charles Schwab & Co. $150M (8% of AUM) Jan 2026
- J.P. Morgan $12.4M (1% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 17, 2026.
View current Form ADV (SEC/IAPD) ↗