Cais Advisors

$225.3MAssets under management
as of Jun 2026 · SEC Form ADV
New York, NY
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Tech stack

No one at Cais Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Merrill
Per Form ADV · $80M held · filed Nov 2024

Service providers

The firms Cais Advisors works with. Tools marked “spotted on their website” are linked from or built into Cais Advisors's own website (a client login, a scheduling link, a form).

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