Investment Adviser

Cais Advisors - Investment Advisers

Legal name: Cais Advisors LLC

Investment Adviser headquartered in New York, New York · Invest

About Cais Advisors

Cais Advisors LLC is an investment adviser headquartered in New York, New York. The firm was established in 2024 and is registered as an investment adviser for alternative investment funds across a range of asset classes and themes. It reports $225.33 million in regulatory assets under management and has 32 employees. Its fund work includes thematic and asset-class funds, and it manages strategies across multiple managers and themes. Beyond its funds, the firm builds model portfolios that financial institutions and wealth firms can tailor, and it designs rules-based benchmarks for private-market exposures in partnership with third-party index providers. It also publishes research and commentary on alternative investment trends, aimed at institutions and financial professionals. A leadership team oversees product design, portfolio construction, manager selection, and oversight. The firm is listed in the Directory of US Investment Advisers and is one of the investment advisers in New York.

Key Facts

Assets Under Management
$225.33M
Employees
32
SEC File Number
801-130768

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