Hedge Fund - Caden Capital Partners

Barry Simon Bio, Returns, AUM, Net Worth

Caden Capital Partners LP operates as a financial advisory firm headquartered in Santa Monica, California. With approximately $328.4 million in assets under management, the firm employs a team of about six professionals. Caden Capital Partners, LP implements a fee structure based on a percentage of assets under management, supplemented by performance-based fees.

Barry Simon serves as a Managing Partner at Caden Capital Partners, leveraging experience gained from prior positions at MSD Capital, L.P. Additionally, he holds a Bachelor of Arts in Economics from Stanford University, earned between 1998 and 2002.

Caden Capital Partners caters to two clients and manages discretionary assets totaling $415,892,682, as per their Form ADV filed on March 2024. Their most recent 13F filing for the fourth quarter of 2023 reveals holdings of $275,170,672 in managed 13F securities, with a top 10 holdings concentration of 87.34%. Caden Capital Partners' largest holding comprises 343,519 shares of Crown Castle International Corp.

Barry Simon
Fund Profile
Filing Period:
Fund Name: Caden Capital Partners
Manager Barry Simon
Portfolio Value $8,119,086
Change This QTR +0.18%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CVX 1,516 $313,660 NEW 3.86%
2. IOT 9,356 $296,492 +242% 3.65%
3. PCG 16,715 $293,683 +163% 3.62%
4. GOOGL 1,000 $287,560 -100% 3.54%
5. COST 273 $272,025 +146% 3.35%