Caim LLC
Firm details
- Headquarters
- Longboat Key, Florida
- CRD number
- 144946
- Registered since
- March 6, 2017
- Website
- caimllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Other72.66%
- HNWI27.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Caim LLC is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2017. The firm serves individual and family clients and structures fees primarily as a percentage of assets under management, with some arrangements listed as “other.” Its advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm identifies itself as an active ESG investor; it is not described as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Catherine Maniscalco Avery
PresidentCRD 1427402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$2.2M in ETFs
80%
$1.7M
17%
$429K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA) | BlackRock | Passive | Large Blend | $385K | 2,493 | 17.77% |
Location
Longboat Key, FL
Manatee
Location
Longboat Key, FL
Headquartered in Longboat Key, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 595 Bay Isles Rd
- Time zone
- ET (UTC-5)
- Office locations
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