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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

CAIS ADVISORS

CAIS ADVISORS LLC, CRD 317466

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64e2009a-ae0a-db9f-572b-d69b91b6e864

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 2
Observed: Jun 26, 2024 to Jun 26, 2026
7 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cais Advisors LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Cais Advisors

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.71 institutional_share=0.0 related_bd=true related_bank=false bd_reps=14.0
Regulatory AUM: $225MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $225M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 32
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
SEC number: 801-130768
CRD: 317466
Filings on the tape: 7
First filed: Jun 26, 2024
Latest filed: Jun 26, 2026
Organised: Limited Liability Company, DE
Website: caisadvisors.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CAIS SPORTS, MEDIA AND ENTERTAINMENT FUND,LP	Private Equity Fund	$0	Nov 21, 2024	0	Nov 21, 2024	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLUNDELL, NEIL, DAVID	CHIEF INVESTMENT OFFICER	Na	yes	06/2024	Jun 26, 2024	Nov 21, 2024
BOEHLY, TODD, LAWRENCE	Member	E	yes	11/2014	Jun 26, 2024	Nov 21, 2024
CAPITAL INTEGRATION SYSTEMS LLC	MANAGING MEMBER	E	yes	11/2021	Jun 26, 2024	Nov 21, 2024
COLLINS, MICHAEL, PATRICK	CHIEF COMPLIANCE OFFICER	Na	yes	06/2024	Jun 26, 2024	Nov 21, 2024
CRAWFORD, CHRISTOPHER, FREDERICK	CHIEF OPERATIONS OFFICER	Na	yes	06/2024	Jun 26, 2024	Nov 21, 2024
ELDRIDGE CG HOLDINGS LLC	Member	C	yes	10/2020	Jun 26, 2024	Nov 21, 2024
ELDRIDGE FS HOLDINGS LLC	Member	E	yes	09/2020	Jun 26, 2024	Nov 21, 2024
ELDRIDGE INDUSTRIES LLC	Member	E	yes	09/2020	Jun 26, 2024	Nov 21, 2024
MCCARTHY, TERRENCE, MICHAEL	CHIEF FINANCIAL OFFICER	Na	yes	06/2024	Jun 26, 2024	Nov 21, 2024
NZC CAPITAL LLC	Member	E	yes	12/2014	Jun 26, 2024	Nov 21, 2024
RICHMAN, MICHAEL, NATHAN	CHIEF LEGAL OFFICER	Na	yes	06/2024	Jun 26, 2024	Nov 21, 2024
SBT INVESTORS LLC	Member	E	yes	01/2017	Jun 26, 2024	Nov 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAIS CAPITAL LLC	n/a	n/a	n/a	N	yes	n/a
CAIS INSURANCE SOLUTIONS LLC	n/a	n/a	n/a	N	yes	n/a
CAPITAL INTEGRATION SYSTEMS LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$225M	$225M	32	8	0	2	n/a
2024	Mar 28, 2025	$125M	$125M	30	6	0	1	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$225M	$125M	80.2%	n/a	n/a	32	30	0	0

Relationships

Advises (1)

→ CAIS SPORTS, MEDIA AND ENTERTAINMENT FUND,LPPrivate fundPrivate Equity Fund, IA
Nov 21, 2024 to presentfactForm ADV

Controls (12)

← BOEHLY, TODD, LAWRENCEOwnerMEMBER, ownership code E, individual
Jun 26, 2024 to Nov 21, 2024factForm ADV
← CRAWFORD, CHRISTOPHER, FREDERICKOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Jun 26, 2024 to Nov 21, 2024factForm ADV
← BLUNDELL, NEIL, DAVIDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 26, 2024 to Nov 21, 2024factForm ADV
← MCCARTHY, TERRENCE, MICHAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 26, 2024 to Nov 21, 2024factForm ADV
← COLLINS, MICHAEL, PATRICKOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 26, 2024 to Nov 21, 2024factForm ADV
← RICHMAN, MICHAEL, NATHANOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Jun 26, 2024 to Nov 21, 2024factForm ADV
← CAPITAL INTEGRATION SYSTEMS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jun 26, 2024 to Nov 21, 2024factForm ADV
← ELDRIDGE CG HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Jun 26, 2024 to Nov 21, 2024factForm ADV
← ELDRIDGE FS HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jun 26, 2024 to Nov 21, 2024factForm ADV
← ELDRIDGE INDUSTRIES LLCOwnerMEMBER, ownership code E, domestic entity
Jun 26, 2024 to Nov 21, 2024factForm ADV
← NZC CAPITAL LLCOwnerMEMBER, ownership code E, domestic entity
Jun 26, 2024 to Nov 21, 2024factForm ADV
← SBT INVESTORS LLCOwnerMEMBER, ownership code E, domestic entity
Jun 26, 2024 to Nov 21, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Cais Advisors reported RAUM $225.3M, up 80% from $125.0M (2025-12-23 to 2026-03-27)
Form ADVobserved 6 days ago
$100M
Occurred
Jun 26, 2024
First Form ADV filing
Cais Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64e2009a-ae0a-db9f-572b-d69b91b6e864
First observed: Jun 26, 2024
Last observed: Jun 26, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAIS ADVISORS

CAIS ADVISORS LLC, CRD 317466

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:64e2009a-ae0a-db9f-572b-d69b91b6e864

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CAIS SPORTS, MEDIA AND ENTERTAINMENT FUND,LP

Private Equity Fund

Nov 21, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUNDELL, NEIL, DAVID

CHIEF INVESTMENT OFFICER

yes

06/2024

Jun 26, 2024

Nov 21, 2024

BOEHLY, TODD, LAWRENCE

Member

yes

11/2014

Jun 26, 2024

Nov 21, 2024

CAPITAL INTEGRATION SYSTEMS LLC

MANAGING MEMBER

yes

11/2021

Jun 26, 2024

Nov 21, 2024

COLLINS, MICHAEL, PATRICK

CHIEF COMPLIANCE OFFICER

yes

06/2024

Jun 26, 2024

Nov 21, 2024

CRAWFORD, CHRISTOPHER, FREDERICK

CHIEF OPERATIONS OFFICER

yes

06/2024

Jun 26, 2024

Nov 21, 2024

ELDRIDGE CG HOLDINGS LLC

Member

yes

10/2020

Jun 26, 2024

Nov 21, 2024

ELDRIDGE FS HOLDINGS LLC

Member

yes

09/2020

Jun 26, 2024

Nov 21, 2024

ELDRIDGE INDUSTRIES LLC

Member

yes

09/2020

Jun 26, 2024

Nov 21, 2024

MCCARTHY, TERRENCE, MICHAEL

CHIEF FINANCIAL OFFICER

yes

06/2024

Jun 26, 2024

Nov 21, 2024

NZC CAPITAL LLC

Member

yes

12/2014

Jun 26, 2024

Nov 21, 2024

RICHMAN, MICHAEL, NATHAN

CHIEF LEGAL OFFICER

yes

06/2024

Jun 26, 2024

Nov 21, 2024

SBT INVESTORS LLC

Member

yes

01/2017

Jun 26, 2024

Nov 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAIS CAPITAL LLC

n/a

yes

n/a

CAIS INSURANCE SOLUTIONS LLC

n/a

yes

n/a

CAPITAL INTEGRATION SYSTEMS LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$225M

n/a

2024

Mar 28, 2025

$125M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$225M

$125M

80.2%

n/a