CAI Manager LP
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 310205
- Registered since
- November 9, 2020
- Website
- www.climateadaptiveinfra.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CAI Manager LP is a limited partnership registered with the SEC in 2020 that manages private funds for institutional investors. The firm serves as an adviser and portfolio manager for pooled investment vehicles and commonly takes sponsor/GP and managing-member roles; it is also identified as a CPO/CTA in the context of those vehicles. Ownership is held by a combination of a domestic entity and an individual. CAI Manager LP charges a blend of percentage-of-AUM and performance-based fees and describes itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
William Green
Managing PartnerCRD 5936539
Cynthia Jaggi
Investment AdvisorCRD 7297380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 39 Forrest St
- Time zone
- PT (UTC-8)
- Office locations
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