CAIS ADVISORS

CAIS ADVISORS LLC

CRD 317466 · SEC 801-130768

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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527 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, 10022, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$225.3M

Discretionary AUM

$225.3M

Team

32 total employees; 8 advisory reps; 6 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

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Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
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Services

Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)NON-DISCRETIONARY ADVISORY SERVICES TO INSTITUTIONAL CLIENTS FOR THE DEVELOPMENT OF ALTERNATIVE INVESTMENT MODEL PORTFOLIOS

Client types

Type	Clients	AUM
Investment companies	1	$0
Pooled investment vehicles	2	$160.4M
Corporations/business entities	1	$64.9M

States served

All web addresses on file

Official SEC filing: View on IAPD