What is CAIS Capital?
Founded in 2009, CAIS Capital operates as a leading alternative investment platform designed to empower financial advisors with enhanced access to hedge funds, private equity, private credit, and real estate. The company distinguishes itself through a comprehensive ecosystem that integrates independent due diligence from Mercer with a robust digital transaction and reporting infrastructure. Beyond mere access, the platform features CAIS IQ, an industry-leading learning system that improves advisor proficiency and client outcomes. By streamlining the end-to-end investment process and integrating with major custodians like Fidelity, Schwab, and Pershing, CAIS has effectively leveled the playing field for advisors navigating increasingly volatile global markets.
How much funding has CAIS Capital raised?
CAIS Capital has raised a total of $545M across 4 funding rounds:
Series B
$50M
Series C
$225M
Other Financing Round
$100M
Series D
$170M
Series B (2020): $50M with participation from Eldridge
Series C (2022): $225M led by Apollo Global Management and Motive Partners
Other Financing Round (2022): $100M supported by Reverence Capital Partners
Series D (2026): $170M featuring AllianceBernstein, Vista Equity Partners, Golub Capital, Lord Abbett, Blue Owl, Fortress Investment Group, RBC, and Carlyle
Key Investors in CAIS Capital
AllianceBernstein
A publicly owned investment manager providing services to a diverse range of institutional and individual clients through quantitative analysis and long-term portfolio management.
Vista Equity Partners
A global investment firm exclusively focused on enterprise software, data, and technology-enabled organizations, prioritizing sustainable growth and market value creation.
Golub Capital
A market-leading direct lender and credit asset manager specializing in creative financing solutions for companies backed by private equity sponsors.
What's next for CAIS Capital?
With the infusion of this latest capital, CAIS is well-positioned to accelerate its growth trajectory and deepen its penetration within the enterprise wealth management space. The company's strategic roadmap likely involves expanding its suite of alternative products and enhancing its digital learning capabilities to meet the rising demand for sophisticated, non-correlated assets. As the firm scales, it will continue to leverage its institutional-grade due diligence framework to maintain its competitive edge, ensuring that financial advisors remain equipped with the tools necessary to navigate complex market cycles and deliver superior value to their clients.
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