CAIS Overview
- Service
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Placement Agent
- Year Founded
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2009
- Employees
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552
- Serviced Companies
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25
- Serviced Investors
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75
CAIS General Information
Description
Established in 2009, CAIS is a placement agency firm headquartered in New York City, New York. The firm provides financial advisors and fund managers with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, and structured notes.
Contact Information
Website
www.caisgroup.comYear Founded
Corporate Office
- 527 Madison Avenue
- 2nd Floor
- New York, NY 10022
- United States
CAIS Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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News about CAIS
Dive into recent articles by PitchBook offering invaluable insights and context.
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NEWS | Oct 21, 2026
Rivalry heats up for retail-focused alts marketplaces
No. 2 platform CAIS has beefed up its war chest for acquisitions to go up against market leader iCapital.
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NEWS | Aug 6, 2026
Wall Street touts outsourced allocation ploy in bid to market private funds to individuals
Alts firms blend with public assets via off-the-shelf 'model portfolios' but early results are meager.
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NEWS | Jul 17, 2026
Big enough for its own fund-of-funds: Inside one wealth manager's own vehicle
Mercer Advisors' CIO views the firm's $100 million Aspen Partners platform as a model for the industry to follow.
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NEWS | Jun 26, 2026
Competition mounts to run the private market 'operating system'
Challengers vow to make alts accessible alongside public assets, potentially accelerating the public-private convergence.
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NEWS | May 22, 2026
Wealth advisers race to serve small investors who own huge pools of capital
Navigating a growing desire for alternatives is driving demand for institutional-grade research firms to meet the needs of ultra-high net worth individuals.
CAIS FAQs
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When was CAIS founded?
CAIS was founded in 2009.
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Where is CAIS headquartered?
CAIS is headquartered in New York, NY.
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What is the size of CAIS?
CAIS total number of employees/professionals is 552.
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What service provider type is CAIS?
CAIS's service provider type is Placement Agent.
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