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CAIS

NEW YORK, NY
CRD: 317466
In network coverage since August 19, 2026 · 16+ stories
$225MRegulatory AUMSEC Form ADV · Oct 17
32EmployeesForm ADV
7Deals on our tracker
Regulatory AUM · Aug 16 – Oct 17
Deal recordFull tracker →
Oct 19, 26Fund launch — coverage
Sep 22, 26Deal closed — coverage
Aug 19, 26Fund launch — coverage
Aug 19, 26Fund launchApollo · AQR · Blackstone · Coatue — coverage
Aug 18, 26Deal announced — coverage
Aug 14, 26Deal announcedVista Equity — coverage
Jun 30, 26Deal announced
Network coverage
portfolio

AssetMark adds two private equity interval funds, taking shelf to six

Calamos Aksia and StepStone funds can be held standalone or in unified managed accounts, where a $250,000 minimum applies to goals-based strategies.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.