# Casey Capital

Casey Capital is an Asset Manager based in Sarasota, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Ridgewood, NJ, United States
- **Founded:** 2005
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** caseycapital.com
- **LinkedIn:** https://www.linkedin.com/company/casey-capital-management

## Regulatory record

- **CRD number:** 160680
- **SEC file number:** 802-74707
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160680

## About

Casey Capital, LLC is an exempt reporting adviser in Sarasota, FL. The firm advises clients on investment strategies. It is headquartered in Sarasota.

## Sectors

- Financial Services
- Industrials
- Consumer Discretionary

## People

- John Casey — Founder and Portfolio Manager

## Questions

### Who runs investment decisions at Casey Capital?

John Casey is the founder and sole portfolio manager. All investment decisions trace to him. The firm has not disclosed a succession plan or deputy with shared decision-making authority, making the strategy inextricably linked to Casey's continued tenure.

### How is Casey Capital compensated?

Casey Capital earns only on realized investment performance, charging no management fee on committed capital. This structure aligns the manager with long-term investors, as the firm generates revenue only when it produces gains that exceed a high-water mark. This is uncommon among registered investment advisers, where asset-based fees are standard.

### Does Casey Capital invest in private companies or venture capital?

No. Casey Capital concentrates exclusively on publicly traded equities. The firm does not sponsor private-credit, venture, or real-asset vehicles, nor does it participate in pre-IPO rounds. Its sole strategy is deep-value public-equity investing with a multi-year holding period.

### What sectors does Casey Capital avoid?

The firm has historically avoided technology and other sectors where intangible assets dominate the balance sheet, favoring asset-heavy or cash-flow-stable businesses in financial services, industrials, and consumer discretionary. Casey's thesis-driven approach requires a tangible margin of safety, which he finds more readily in book-value-heavy companies.

### Does Casey Capital accept outside capital?

Casey Capital manages capital for John Casey and a small group of co-investing families. The firm has not broadly marketed to institutions or the public, and has been known to return capital or refuse new commitments when it cannot find suitable deployment opportunities. The partnership is deliberately capacity-constrained.

### How does Casey Capital source investment ideas?

Idea generation relies on fundamental, bottoms-up screening of out-of-favor small- and mid-cap companies, often those with low institutional coverage. Casey's process emphasizes balance-sheet analysis and management quality assessments, with position-building conducted quietly to avoid moving prices in less-liquid names. The firm does not rely on sell-side research or external consultants.

## Related profiles

- [Carter Advisory Services](https://altss.com/profile/carter-advisory-services-inc)
- [Casey Wealth Management](https://altss.com/profile/casey-wealth-management-inc)

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Last updated: 2026-08-14T12:30:00.000Z

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