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CAIS

NEW YORK, NY

CRD: 317466

In PWD coverage since August 14, 2026 · 14 stories

$225MRegulatory AUMSEC Form ADV · Aug 21

32EmployeesForm ADV

4Deals on our tracker

Regulatory AUM · Aug 15 – Aug 21

Deal recordFull tracker →

Aug 19, 26Fund launchAQR · Apollo · Blackstone · Coatue — coverage

Aug 19, 26Fund launch — coverage

Aug 18, 26Deal announced — coverage

Aug 14, 26Deal announcedVista Equity — coverage

PWD coverage

allocators

The early-money edge in evergreen secondaries

The first investors into an evergreen secondary fund capture a discount lift that dilutes quickly as assets grow.

the_wrap · Aug 21SEC proposal would give semi-liquid funds one national shelf

The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow

advisor_note · Aug 20The Alt Platform Itself Is Now Diligence

allocators · Aug 20CAIS: Advisers have moved from access to convergence

distribution · Aug 19CAIS adds nearly 40 managers to its alternative shelf

portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

Data · Aug 16Wealth Managers Are Launching Funds as Fast as They're Buying Firms

Data · Aug 16Family offices bought the assets. They left out the heirs.

Features · Aug 15The $2B Tollbooth and the Fund That Raised Nothing

The Close · Aug 15The Private-Market Risk Family Offices Haven't Prepared Their Heirs For

RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise

RIA · Aug 14Advisor Alts Demand Stays Strong; Analytics Top Tech Priority