Family Office · $1.1bn AUM
Cascade Financial Partners
Mandate & appetite
- Preferred strategies
- CoreValue Add
- Target geographies
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- Typical ticket
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- AUM
- $1.1bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 2016 and based in Washington, D.C., Cascade Financial Partners, LLC is a Registered Investment Adviser managing over $1.1 billion in assets. The firm specializes in comprehensive financial planning and investment management, serving clients with diverse financial needs.
Unlock mandates & allocation signals
See Cascade Financial Partners's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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