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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

CAS INVESTMENT PARTNERS, LLC

CRD 170071

WESTPORT, CT

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:ecef9195-2e9b-edac-b366-8e796f809df8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 8
On other graphs: 1
Observed: Sep 29, 2017 to Mar 31, 2026
16 observations

Across DFX

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

Private Equityidentity

CAS Investment Partners, LLC

Private equity manager · 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=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.4BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.4B
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: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-111983
CRD: 170071
Filings on the tape: 16
First filed: Sep 29, 2017
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: casinvestmentpartners.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
SOSIN MASTER, LP	Hedge Fund	$632M	Mar 19, 2024	104	Mar 30, 2021	reported	021-368417
SOSIN PARTNERS, L.P.	Hedge Fund	$545M	Apr 17, 2020	75	Feb 18, 2015	dropped	021-212744
CSWR PARTNERS, LP	Hedge Fund	$319M	Mar 19, 2024	2	Mar 30, 2020	reported	n/a
CAS-MERCURY, LP	Private Equity Fund	$0	Mar 19, 2024	0	Mar 30, 2020	reported	021-354468

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
SOSIN, CLIFFORD, A	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	06/2012	Sep 29, 2017	Mar 19, 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
SOSIN-MERCURY, LLC	n/a	n/a	n/a	N	yes	n/a
SOSIN, LLC	n/a	n/a	n/a	N	yes	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 31, 2026	$2.4B	$2.4B	3	2	0	2	n/a
2024	Mar 18, 2025	$1.8B	$1.8B	3	2	0	2	n/a
2023	Mar 19, 2024	$951M	$951M	3	2	0	3	$951M
2022	Mar 27, 2023	$585M	$585M	3	2	0	3	$585M
2021	Mar 29, 2022	$2.2B	$2.2B	3	2	0	3	$2.2B
2020	Mar 30, 2021	$2.0B	$2.0B	3	2	0	3	$2.0B
2019	Mar 30, 2020	$736M	$736M	3	2	0	3	$736M
2018	Mar 29, 2019	$311M	$311M	3	2	1	1	$311M
2017	Mar 16, 2018	$211M	$211M	3	2	1	1	$211M

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	$2.4B	$1.8B	35.1%	$585M	61.1%	3	3	0	0

Relationships

Advises (4)

→ SOSIN MASTER, LPPrivate fundHedge Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ CSWR PARTNERS, LPPrivate fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ CAS-MERCURY, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ SOSIN PARTNERS, L.P.Private fundHedge Fund, IA, no longer reported
Feb 18, 2015 to Apr 17, 2020factForm ADV

Controls (1)

← SOSIN, CLIFFORD, AOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 29, 2017 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $2.4B, up 35% from $1.8B (2025-03-18 to 2026-03-31)
Form ADVobserved 6 days ago
$636M
Occurred
Mar 18, 2025
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $1.8B, up 90% from $951.1M (2024-03-19 to 2025-03-18)
Form ADVobserved 6 days ago
$861M
Occurred
Mar 19, 2024
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $951.1M, up 62% from $585.3M (2023-03-27 to 2024-03-19)
Form ADVobserved 6 days ago
$366M
Occurred
Mar 27, 2023
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $585.3M, down 74% from $2.2B (2022-11-07 to 2023-03-27)
Form ADVobserved 6 days ago
$-1.6B
Occurred
Mar 30, 2021
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $2.0B, up 176% from $735.7M (2020-04-17 to 2021-03-30)
Form ADVobserved 6 days ago
$1.3B
Occurred
Mar 30, 2020
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $735.7M, up 136% from $311.5M (2019-09-19 to 2020-03-30)
Form ADVobserved 6 days ago
$424M
Occurred
Mar 29, 2019
Regulatory AUM changed
Cas Investment Partners, Llc reported RAUM $311.5M, up 47% from $211.3M (2018-08-01 to 2019-03-29)
Form ADVobserved 6 days ago
$100M
Occurred
Sep 29, 2017
First Form ADV filing
Cas Investment Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecef9195-2e9b-edac-b366-8e796f809df8
First observed: Sep 29, 2017
Last observed: Mar 31, 2026 5 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.

CAS INVESTMENT PARTNERS, LLC

CRD 170071

WESTPORT, CT

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:ecef9195-2e9b-edac-b366-8e796f809df8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SOSIN MASTER, LP

Hedge Fund

$632M

Mar 19, 2024

104

Mar 30, 2021

reported

021-368417

SOSIN PARTNERS, L.P.

Hedge Fund

$545M

Apr 17, 2020

Feb 18, 2015

dropped

021-212744

CSWR PARTNERS, LP

Hedge Fund

$319M

Mar 19, 2024

Mar 30, 2020

reported

n/a

CAS-MERCURY, LP

Private Equity Fund

Mar 19, 2024

Mar 30, 2020

reported

021-354468

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SOSIN, CLIFFORD, A

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

06/2012

Sep 29, 2017

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOSIN-MERCURY, LLC

n/a

yes

n/a

SOSIN, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.4B

n/a

2024

Mar 18, 2025

$1.8B

n/a

2023

Mar 19, 2024

$951M

2022

Mar 27, 2023

$585M

2021

Mar 29, 2022

$2.2B

2020

Mar 30, 2021

$2.0B

2019

Mar 30, 2020

$736M

2018

Mar 29, 2019

$311M

2017

Mar 16, 2018

$211M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.4B

$1.8B

35.1%

$585M

61.1%