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 $296,643,711
Change This QTR +1.07%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CCI 410,556 $48,704,258 +6% 16.41%
2. PCG 2,256,946 $44,619,822 +50% 15.04%
3. IFF 378,042 $39,667,947 +17% 13.37%
4. HUM 108,524 $34,373,892 +196% 11.58%
5. DHR 116,354 $32,348,739 +12% 10.9%