Cais Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $225M in regulatory assets under management, 32 employees, and 4 accounts.
Assets Under Management
$225M
Employees
32
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
527 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, United States
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
2
2
Investment Cos.
25.0%
1
3
Corporations
25.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of March 27, 2026
Discretionary100.0%
$225M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$225M
Total Accounts4
10Y AUM Change+$225M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee0:1
10Y Employee Change+19 (+146.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.