LP Profile

CAIS Advisors

Wealth ManagerNew York, United States
$1.3B
Assets Under Management
New York
Headquarters
Investment Focus

About CAIS Advisors

CAIS is the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale.CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

Preferred Investment Types

Direct InvestingInvestment FundsPrivate EquityVenture Capital - Early StageStructured Equity

Preferred Sectors & Themes

Commercial Property Acquisition & DevelopmentConservative AllocationCredit MarketsEquity/Mutual FundsEquity SecuritiesFinTechHedge FundsOptions TradingResidential Property Acquisition & DevelopmentStartups & ManagementReal EstateReal Estate Investment & DevelopmentFinanceTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CAIS Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$225.3M
Total Clients
4
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to CAIS Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is CAIS Advisors?

CAIS Advisors is a wealth manager based in New York, United States, managing approximately $1.3B in assets.

Where is CAIS Advisors headquartered?

CAIS Advisors is headquartered in New York, United States.

How much does CAIS Advisors manage?

CAIS Advisors manages approximately $1.3B in assets under management.

What does CAIS Advisors invest in?

CAIS Advisors focuses on Direct Investing, Investment Funds, Private Equity, Venture Capital - Early Stage, Structured Equity, Commercial Property Acquisition & Development, Conservative Allocation, Credit Markets.

How can I contact CAIS Advisors?

Verified contact details, key decision-makers, and investment preferences for CAIS Advisors are available on LPbacked. Create a free account to access them.