Cannae Portfolio Advisors, Llc
- Regulatory AUM
- $859M
- Discretionary
- $859M
- Clients
- 4
- Avg AUM / client
- $215M
- Accounts
- 4
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $859M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $253M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cpa Opportunity Master Fund I, L.P. master | Hedge Fund | Cayman Islands | $147M | 22 |
| Cpa Opportunity Intermediate Fund I, L.P. master | Hedge Fund | Cayman Islands | $107M | 22 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bodine, Todd, Stephen | Chief Operating Officer | Mar 2020 (6y) | Less than 5% | |
| Seymour, Jonathan, Daniel C | President | Mar 2020 (6y) | ≈ 56.25% – 100% via Parallax Portfolio Advisors Corporation | |
| Luper, Michael, Nmn | Chief Compliance Officer, Chief Financial Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Parallax Portfolio Advisors Corporation | Managing Member | Mar 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Seymour, Jonathan, Daniel C: 75% – 100% of Parallax Portfolio Advisors Corporation × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (2, $253M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cpa Opportunity Master Fund I, L.P. | Hedge Fund | $147M | $5.0M | 22 |
| Cpa Opportunity Intermediate Fund I, L.P. | Hedge Fund | $107M | $5.0M | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.44 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗