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CAIS

NEW YORK, NY

CRD: 317466

In PWD coverage since August 14, 2026 · 12 stories

$225MRegulatory AUMSEC Form ADV · Aug 15

32EmployeesForm ADV

4Deals on our tracker

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

The Close

Convergence puts private markets inside the advisor's daily workflow

Alternatives are no longer the constraint. The hard work is managing public and private positions in a single portfolio, and the platforms that make that routine will set the pace.

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

CAIS

Convergence puts private markets inside the advisor's daily workflow

The Morning Brief