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Building 2CAIS ADVISORS

Map pinNEW YORK, NY
Phone212-300-9355
NotebookSEC #801-130768
Total AUM
$225.3M
Employees
32
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
527 MADISON AVENUE
12TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
212-300-9355

ReceiptFinancials

Total AUM
$225.3M
Accounts
4
Discretionary
$225.3M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$0
Pooled Vehicle Clients
2
AUM
$160.4M
Corporation or Business Clients
1
AUM
$64.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
NON-DISCRETIONARY ADVISORY SERVICES TO INSTITUTIONAL CLIENTS FOR THE DEVELOPMENT OF ALTERNATIVE INVESTMENT MODEL PORTFOLIOS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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