CAIS ADVISORS
  • CAIS ADVISORS
  • CAIS ADVISORS LLC

Adviser Profile

As of Date 06/26/2026
Registration SEC, Approved, 07/26/2024
Other registrations (1)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 225,327,313 80%
of that, discretionary 225,327,313 80%
Number of Employees 32 7%
of those in investment advisory functions 8 33%
Private Fund GAV* 160,422,301
Avg Account Size 56,331,828 -10%
SMA’s No
Private Funds 65 9

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

225M 193M 161M 129M 97M 64M 32M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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