Overview
A. Caden is a Delaware limited partnership that was formed 6/2/2021 and is owned by Barry Simon and
Caden Capital Partners GP, LLC. Any references to the “Firm,” “Investment Manager,” “us,” “we,” and
“our” in this Brochure refer to Caden. Caden provides discretionary investment advice to one or more
pooled investment vehicles structured as private funds (each, a “Fund,” or a “Client”). Any defined
terms used in this Brochure not otherwise defined herein, have the definition ascribed to them in the
offering documents of the applicable Fund.
B. Caden is an asset management firm that seeks to outperform broad equity market indices with lower
or equivalent risk as measured by a quarterly drawdown capture. We believe that a carefully
constructed portfolio of durable quality businesses will allow us to benefit from long term
compounding of business value. We seek to invest primarily in public equities and will invest across a
variety of sectors and geographies in businesses exhibiting a wide range of growth rates and valuation
metrics.
All discussions of the Funds in this brochure, including but not limited to their investments, the
strategies
used in managing the Funds, the fees and other costs associated with an investment in
the Funds, and conflicts of interest faced by the Firm in connection with management of the Funds,
are qualified in their entirety by reference to each Fund’s respective offering memorandum and
advisory agreement (collectively, “Governing Documents”).
C. With respect to each Fund that we manage, we tailor our investment advisory services to the
strategies and conditions set forth in the Fund’s respective Governing Documents, rather than to the
individual needs of any Fund’s underlying investors (“Investors”). It should be noted that as a general
matter, in the context of any Fund, we do not tailor our services to take into account any specific
conditions of any Investor, and Investors generally may not prescribe additional investment
restrictions beyond those described in the applicable Governing Documents.
D. Caden does not participate in any wrap fee programs.
E. As of December 31, 2023, Caden managed $415,892,682 in regulatory assets under management on
a discretionary basis. Caden only manages assets on a discretionary basis.